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 | $134,992 | $180,449-25.2% | $154,107-12.4% | $135,375-0.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.17% | 888.09%-893.3pp | 735.12%-740.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $3,799 | $6,035-37.0% | $5,298-28.3% | $4,779-20.5% |
| Participant deferral / active EE | $5,198 | $5,806-10.5% | $5,081+2.3% | $5,609-7.3% |
| Admin fee / account holder | $737 | $16,143-95.4% | $13,411-94.5% | $10,827-93.2% |