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 | $36,732 | $180,449-79.6% | $154,107-76.2% | $135,375-72.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.52% | 888.09%-896.6pp | 735.12%-743.6pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,425 | $6,035-59.8% | $5,298-54.2% | $4,779-49.3% |
| Participant deferral / active EE | $4,164 | $5,806-28.3% | $5,081-18.0% | $5,609-25.8% |
| Admin fee / account holder | $679 | $16,143-95.8% | $13,411-94.9% | $10,827-93.7% |