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 | $163,826 | $180,449-9.2% | $154,107+6.3% | $135,375+21.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.52% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.3pp |
| Employer contribution / active EE | $9,099 | $6,035+50.8% | $5,298+71.8% | $4,779+90.4% |
| Participant deferral / active EE | $4,574 | $5,806-21.2% | $5,081-10.0% | $5,609-18.4% |
| Admin fee / account holder | $6,586 | $16,143-59.2% | $13,411-50.9% | $10,827-39.2% |