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 8-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 | $105,472 | $180,449-41.6% | $154,107-31.6% | $135,375-22.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.32% | 888.09%-892.4pp | 735.12%-739.4pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,739 | $6,035-71.2% | $5,298-67.2% | $4,779-63.6% |
| Participant deferral / active EE | $4,179 | $5,806-28.0% | $5,081-17.7% | $5,609-25.5% |
| Admin fee / account holder | $214,129 | $16,143+1226.5% | $13,411+1496.7% | $10,827+1877.7% |