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 | $109,081 | $180,449-39.6% | $154,107-29.2% | $135,375-19.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.00% | 888.09%-895.1pp | 735.12%-742.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $4,059 | $6,035-32.7% | $5,298-23.4% | $4,779-15.1% |
| Participant deferral / active EE | $14,098 | $5,806+142.8% | $5,081+177.5% | $5,609+151.4% |
| Admin fee / account holder | $1,304 | $16,143-91.9% | $13,411-90.3% | $10,827-88.0% |