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 | $96,188 | $180,449-46.7% | $154,107-37.6% | $135,375-28.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.05% | 888.09%-892.1pp | 735.12%-739.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $2,772 | $6,035-54.1% | $5,298-47.7% | $4,779-42.0% |
| Participant deferral / active EE | $7,419 | $5,806+27.8% | $5,081+46.0% | $5,609+32.3% |
| Admin fee / account holder | $6,496 | $16,143-59.8% | $13,411-51.6% | $10,827-40.0% |