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 | $73,234 | $180,449-59.4% | $154,107-52.5% | $135,375-45.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.38% | 888.09%-890.5pp | 735.12%-737.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $3,544 | $6,035-41.3% | $5,298-33.1% | $4,779-25.8% |
| Participant deferral / active EE | $7,365 | $5,806+26.9% | $5,081+45.0% | $5,609+31.3% |
| Admin fee / account holder | $126,545 | $16,143+683.9% | $13,411+843.6% | $10,827+1068.8% |