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 | $161,763 | $180,449-10.4% | $154,107+5.0% | $135,375+19.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.69% | 888.09%-892.8pp | 735.12%-739.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $3,507 | $6,035-41.9% | $5,298-33.8% | $4,779-26.6% |
| Participant deferral / active EE | $3,066 | $5,806-47.2% | $5,081-39.6% | $5,609-45.3% |
| Admin fee / account holder | $124,942 | $16,143+674.0% | $13,411+831.6% | $10,827+1054.0% |