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 | $109,863 | $180,449-39.1% | $154,107-28.7% | $135,375-18.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.20% | 888.09%-895.3pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $7,840 | $6,035+29.9% | $5,298+48.0% | $4,779+64.1% |
| Participant deferral / active EE | $5,549 | $5,806-4.4% | $5,081+9.2% | $5,609-1.1% |
| Admin fee / account holder | $8,906 | $16,143-44.8% | $13,411-33.6% | $10,827-17.7% |