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 | $54,883 | $180,449-69.6% | $154,107-64.4% | $135,375-59.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.92% | 888.09%-896.0pp | 735.12%-743.0pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,685 | $6,035-55.5% | $5,298-49.3% | $4,779-43.8% |
| Participant deferral / active EE | $8,683 | $5,806+49.5% | $5,081+70.9% | $5,609+54.8% |
| Admin fee / account holder | $3,125 | $16,143-80.6% | $13,411-76.7% | $10,827-71.1% |