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 | $138,122 | $180,449-23.5% | $154,107-10.4% | $135,375+2.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.20% | 888.09%-894.3pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,938 | $6,035-67.9% | $5,298-63.4% | $4,779-59.4% |
| Participant deferral / active EE | $4,205 | $5,806-27.6% | $5,081-17.2% | $5,609-25.0% |
| Admin fee / account holder | $14,898 | $16,143-7.7% | $13,411+11.1% | $10,827+37.6% |