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 | $60,892 | $180,449-66.3% | $154,107-60.5% | $135,375-55.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.59% | 888.09%-894.7pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $6,627 | $6,035+9.8% | $5,298+25.1% | $4,779+38.7% |
| Participant deferral / active EE | $9,716 | $5,806+67.3% | $5,081+91.2% | $5,609+73.2% |
| Admin fee / account holder | $596 | $16,143-96.3% | $13,411-95.6% | $10,827-94.5% |