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 | $44,667 | $168,632-73.5% | $147,614-69.7% | $125,391-64.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.97% | 77.65%-78.6pp | 61.98%-63.0pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,948 | $6,252-68.8% | $5,564-65.0% | $4,866-60.0% |
| Participant deferral / active EE | $5,471 | $5,507-0.6% | $4,895+11.8% | $5,352+2.2% |
| Admin fee / account holder | $369 | $13,580-97.3% | $11,611-96.8% | $9,540-96.1% |