See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,629 | $180,449-37.6% | $154,107-26.9% | $135,375-16.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.62% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,978 | $6,035-67.2% | $5,298-62.7% | $4,779-58.6% |
| Participant deferral / active EE | $3,964 | $5,806-31.7% | $5,081-22.0% | $5,609-29.3% |
| Admin fee / account holder | $1,417 | $16,143-91.2% | $13,411-89.4% | $10,827-86.9% |