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 | $120,610 | $180,449-33.2% | $154,107-21.7% | $135,375-10.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.59% | 888.09%-896.7pp | 735.12%-743.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $9,115 | $6,035+51.0% | $5,298+72.1% | $4,779+90.7% |
| Participant deferral / active EE | $7,143 | $5,806+23.0% | $5,081+40.6% | $5,609+27.3% |
| Admin fee / account holder | $2,214 | $16,143-86.3% | $13,411-83.5% | $10,827-79.5% |