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 | $134,798 | $180,449-25.3% | $154,107-12.5% | $135,375-0.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.54% | 888.09%-893.6pp | 735.12%-740.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $7,000 | $6,035+16.0% | $5,298+32.1% | $4,779+46.5% |
| Participant deferral / active EE | $4,856 | $5,806-16.4% | $5,081-4.4% | $5,609-13.4% |
| Admin fee / account holder | $1,977 | $16,143-87.8% | $13,411-85.3% | $10,827-81.7% |