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 | $50,175 | $180,449-72.2% | $154,107-67.4% | $135,375-62.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.75% | 888.09%-895.8pp | 735.12%-742.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $4,191 | $6,035-30.6% | $5,298-20.9% | $4,779-12.3% |
| Participant deferral / active EE | $4,341 | $5,806-25.2% | $5,081-14.6% | $5,609-22.6% |
| Admin fee / account holder | $1,115 | $16,143-93.1% | $13,411-91.7% | $10,827-89.7% |