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 | $133,609 | $180,449-26.0% | $154,107-13.3% | $135,375-1.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.28% | 888.09%-892.4pp | 735.12%-739.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $5,685 | $6,035-5.8% | $5,298+7.3% | $4,779+19.0% |
| Participant deferral / active EE | $5,968 | $5,806+2.8% | $5,081+17.5% | $5,609+6.4% |
| Admin fee / account holder | $922 | $16,143-94.3% | $13,411-93.1% | $10,827-91.5% |