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 | $138,749 | $180,449-23.1% | $154,107-10.0% | $135,375+2.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.20% | 888.09%-895.3pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $7,210 | $6,035+19.5% | $5,298+36.1% | $4,779+50.9% |
| Participant deferral / active EE | $6,778 | $5,806+16.7% | $5,081+33.4% | $5,609+20.9% |
| Admin fee / account holder | $901 | $16,143-94.4% | $13,411-93.3% | $10,827-91.7% |