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 | $54,061 | $180,449-70.0% | $154,107-64.9% | $135,375-60.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.96% | 888.09%-894.0pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $6,633 | $6,035+9.9% | $5,298+25.2% | $4,779+38.8% |
| Participant deferral / active EE | $5,871 | $5,806+1.1% | $5,081+15.6% | $5,609+4.7% |
| Admin fee / account holder | $388 | $16,143-97.6% | $13,411-97.1% | $10,827-96.4% |