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 | $100,687 | $180,449-44.2% | $154,107-34.7% | $135,375-25.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.27% | 888.09%-892.4pp | 735.12%-739.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $7,364 | $6,035+22.0% | $5,298+39.0% | $4,779+54.1% |
| Participant deferral / active EE | $3,890 | $5,806-33.0% | $5,081-23.4% | $5,609-30.7% |
| Admin fee / account holder | $8,673 | $16,143-46.3% | $13,411-35.3% | $10,827-19.9% |