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 | $44,848 | $180,449-75.1% | $154,107-70.9% | $135,375-66.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.22% | 888.09%-896.3pp | 735.12%-743.3pp | 519.73%-528.0pp |
| Employer contribution / active EE | $5,410 | $6,035-10.4% | $5,298+2.1% | $4,779+13.2% |
| Participant deferral / active EE | $2,432 | $5,806-58.1% | $5,081-52.1% | $5,609-56.6% |
| Admin fee / account holder | $406 | $16,143-97.5% | $13,411-97.0% | $10,827-96.2% |