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 | $51,355 | $180,449-71.5% | $154,107-66.7% | $135,375-62.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.45% | 888.09%-896.5pp | 735.12%-743.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,856 | $6,035-52.7% | $5,298-46.1% | $4,779-40.2% |
| Participant deferral / active EE | $10,210 | $5,806+75.9% | $5,081+101.0% | $5,609+82.0% |
| Admin fee / account holder | $700 | $16,143-95.7% | $13,411-94.8% | $10,827-93.5% |