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 | $120,739 | $180,449-33.1% | $154,107-21.7% | $135,375-10.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.92% | 888.09%-894.0pp | 735.12%-741.0pp | 519.73%-525.7pp |
| Employer contribution / active EE | $8,357 | $6,035+38.5% | $5,298+57.7% | $4,779+74.9% |
| Participant deferral / active EE | $9,480 | $5,806+63.3% | $5,081+86.6% | $5,609+69.0% |
| Admin fee / account holder | $778 | $16,143-95.2% | $13,411-94.2% | $10,827-92.8% |