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 | $91,236 | $180,449-49.4% | $154,107-40.8% | $135,375-32.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.90% | 888.09%-893.0pp | 735.12%-740.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $7,570 | $6,035+25.4% | $5,298+42.9% | $4,779+58.4% |
| Participant deferral / active EE | $4,648 | $5,806-19.9% | $5,081-8.5% | $5,609-17.1% |
| Admin fee / account holder | $4,391 | $16,143-72.8% | $13,411-67.3% | $10,827-59.4% |