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 | $81,768 | $180,449-54.7% | $154,107-46.9% | $135,375-39.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.74% | 888.09%-896.8pp | 735.12%-743.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,591 | $6,035-73.6% | $5,298-70.0% | $4,779-66.7% |
| Participant deferral / active EE | $2,182 | $5,806-62.4% | $5,081-57.0% | $5,609-61.1% |
| Admin fee / account holder | $6,168 | $16,143-61.8% | $13,411-54.0% | $10,827-43.0% |