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 | $51,390 | $180,449-71.5% | $154,107-66.7% | $135,375-62.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.89% | 888.09%-892.0pp | 735.12%-739.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,528 | $6,035-74.7% | $5,298-71.2% | $4,779-68.0% |
| Participant deferral / active EE | $4,127 | $5,806-28.9% | $5,081-18.8% | $5,609-26.4% |
| Admin fee / account holder | $12,387 | $16,143-23.3% | $13,411-7.6% | $10,827+14.4% |