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 | $135,487 | $180,449-24.9% | $154,107-12.1% | $135,375+0.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.03% | 888.09%-893.1pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $3,167 | $6,035-47.5% | $5,298-40.2% | $4,779-33.7% |
| Participant deferral / active EE | $4,725 | $5,806-18.6% | $5,081-7.0% | $5,609-15.8% |
| Admin fee / account holder | $2,804 | $16,143-82.6% | $13,411-79.1% | $10,827-74.1% |