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 | $38,165 | $180,449-78.8% | $154,107-75.2% | $135,375-71.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.05% | 888.09%-896.1pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $7,846 | $6,035+30.0% | $5,298+48.1% | $4,779+64.2% |
| Participant deferral / active EE | $7,493 | $5,806+29.0% | $5,081+47.5% | $5,609+33.6% |
| Admin fee / account holder | $10,171 | $16,143-37.0% | $13,411-24.2% | $10,827-6.1% |