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 | $74,809 | $160,055-53.3% | $140,016-46.6% | $135,375-44.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.83% | 911.38%-919.2pp | 651.12%-659.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,944 | $6,420-69.7% | $5,606-65.3% | $4,779-59.3% |
| Participant deferral / active EE | $7,584 | $7,642-0.8% | $6,927+9.5% | $5,609+35.2% |
| Admin fee / account holder | $1,301 | $13,328-90.2% | $10,705-87.8% | $10,827-88.0% |