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 | $105,363 | $180,449-41.6% | $154,107-31.6% | $135,375-22.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.89% | 888.09%-895.0pp | 735.12%-742.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,829 | $6,035-53.1% | $5,298-46.6% | $4,779-40.8% |
| Participant deferral / active EE | $6,409 | $5,806+10.4% | $5,081+26.1% | $5,609+14.3% |
| Admin fee / account holder | $4,443 | $16,143-72.5% | $13,411-66.9% | $10,827-59.0% |