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 | $96,474 | $180,449-46.5% | $154,107-37.4% | $135,375-28.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.47% | 888.09%-893.6pp | 735.12%-740.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $7,143 | $6,035+18.4% | $5,298+34.8% | $4,779+49.5% |
| Participant deferral / active EE | $7,313 | $5,806+25.9% | $5,081+43.9% | $5,609+30.4% |
| Admin fee / account holder | $2,388 | $16,143-85.2% | $13,411-82.2% | $10,827-77.9% |