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 | $81,084 | $180,449-55.1% | $154,107-47.4% | $135,375-40.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.48% | 888.09%-889.6pp | 735.12%-736.6pp | 519.73%-521.2pp |
| Employer contribution / active EE | $4,597 | $6,035-23.8% | $5,298-13.2% | $4,779-3.8% |
| Participant deferral / active EE | $3,839 | $5,806-33.9% | $5,081-24.4% | $5,609-31.6% |
| Admin fee / account holder | $95,004 | $16,143+488.5% | $13,411+608.4% | $10,827+777.5% |