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 | $59,115 | $180,449-67.2% | $154,107-61.6% | $135,375-56.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.97% | 888.09%-895.1pp | 735.12%-742.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $5,548 | $6,035-8.1% | $5,298+4.7% | $4,779+16.1% |
| Participant deferral / active EE | $6,746 | $5,806+16.2% | $5,081+32.8% | $5,609+20.3% |
| Admin fee / account holder | $9,215 | $16,143-42.9% | $13,411-31.3% | $10,827-14.9% |