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 | $136,453 | $180,449-24.4% | $154,107-11.5% | $135,375+0.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.51% | 888.09%-891.6pp | 735.12%-738.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $5,635 | $6,035-6.6% | $5,298+6.4% | $4,779+17.9% |
| Participant deferral / active EE | $6,525 | $5,806+12.4% | $5,081+28.4% | $5,609+16.3% |
| Admin fee / account holder | $18,449 | $16,143+14.3% | $13,411+37.6% | $10,827+70.4% |