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 | $103,717 | $180,449-42.5% | $154,107-32.7% | $135,375-23.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.05% | 888.09%-894.1pp | 735.12%-741.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $8,779 | $6,035+45.5% | $5,298+65.7% | $4,779+83.7% |
| Participant deferral / active EE | $4,352 | $5,806-25.0% | $5,081-14.3% | $5,609-22.4% |
| Admin fee / account holder | $9,178 | $16,143-43.1% | $13,411-31.6% | $10,827-15.2% |