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 | $90,382 | $180,449-49.9% | $154,107-41.4% | $135,375-33.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.47% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $5,915 | $6,035-2.0% | $5,298+11.7% | $4,779+23.8% |
| Participant deferral / active EE | $18,248 | $5,806+214.3% | $5,081+259.2% | $5,609+225.3% |
| Admin fee / account holder | $4,763 | $16,143-70.5% | $13,411-64.5% | $10,827-56.0% |