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 | $81,540 | $180,449-54.8% | $154,107-47.1% | $135,375-39.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.70% | 888.09%-893.8pp | 735.12%-740.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,425 | $6,035-43.3% | $5,298-35.4% | $4,779-28.3% |
| Participant deferral / active EE | $4,827 | $5,806-16.9% | $5,081-5.0% | $5,609-13.9% |
| Admin fee / account holder | $19,982 | $16,143+23.8% | $13,411+49.0% | $10,827+84.6% |