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 | $45,668 | $180,449-74.7% | $154,107-70.4% | $135,375-66.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.33% | 888.09%-893.4pp | 735.12%-740.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,411 | $6,035-60.0% | $5,298-54.5% | $4,779-49.5% |
| Participant deferral / active EE | $12,313 | $5,806+112.1% | $5,081+142.3% | $5,609+119.5% |
| Admin fee / account holder | $3,002 | $16,143-81.4% | $13,411-77.6% | $10,827-72.3% |