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 | $104,035 | $180,449-42.3% | $154,107-32.5% | $135,375-23.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.44% | 888.09%-888.5pp | 735.12%-735.6pp | 519.73%-520.2pp |
| Employer contribution / active EE | $4,753 | $6,035-21.2% | $5,298-10.3% | $4,779-0.5% |
| Participant deferral / active EE | $11,571 | $5,806+99.3% | $5,081+127.8% | $5,609+106.3% |
| Admin fee / account holder | $3,295 | $16,143-79.6% | $13,411-75.4% | $10,827-69.6% |