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 | $156,552 | $180,449-13.2% | $154,107+1.6% | $135,375+15.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.12% | 888.09%-895.2pp | 735.12%-742.2pp | 519.73%-526.9pp |
| Employer contribution / active EE | $3,125 | $6,035-48.2% | $5,298-41.0% | $4,779-34.6% |
| Participant deferral / active EE | $3,223 | $5,806-44.5% | $5,081-36.6% | $5,609-42.5% |
| Admin fee / account holder | $721 | $16,143-95.5% | $13,411-94.6% | $10,827-93.3% |