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 | $125,438 | $180,449-30.5% | $154,107-18.6% | $135,375-7.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.07% | 888.09%-896.2pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,967 | $6,035-67.4% | $5,298-62.9% | $4,779-58.8% |
| Participant deferral / active EE | $4,903 | $5,806-15.5% | $5,081-3.5% | $5,609-12.6% |
| Admin fee / account holder | $1,299 | $16,143-92.0% | $13,411-90.3% | $10,827-88.0% |