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 | $104,005 | $180,449-42.4% | $154,107-32.5% | $135,375-23.2% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | -5.73% | 888.09%-893.8pp | 735.12%-740.8pp | 519.73%-525.5pp |
| Employer contribution / active EE | $4,800 | $6,035-20.5% | $5,298-9.4% | $4,779+0.4% |
| Participant deferral / active EE | $6,240 | $5,806+7.5% | $5,081+22.8% | $5,609+11.3% |
| Admin fee / account holder | $305 | $16,143-98.1% | $13,411-97.7% | $10,827-97.2% |