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 | $93,160 | $180,449-48.4% | $154,107-39.5% | $135,375-31.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.84% | 888.09%-895.9pp | 735.12%-743.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $3,055 | $6,035-49.4% | $5,298-42.3% | $4,779-36.1% |
| Participant deferral / active EE | $7,299 | $5,806+25.7% | $5,081+43.7% | $5,609+30.1% |
| Admin fee / account holder | $8,855 | $16,143-45.1% | $13,411-34.0% | $10,827-18.2% |