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 | $57,863 | $180,449-67.9% | $154,107-62.5% | $135,375-57.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.69% | 888.09%-894.8pp | 735.12%-741.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $3,804 | $6,035-37.0% | $5,298-28.2% | $4,779-20.4% |
| Participant deferral / active EE | $7,571 | $5,806+30.4% | $5,081+49.0% | $5,609+35.0% |
| Admin fee / account holder | $1,839 | $16,143-88.6% | $13,411-86.3% | $10,827-83.0% |