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 | $90,256 | $180,449-50.0% | $154,107-41.4% | $135,375-33.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.89% | 888.09%-893.0pp | 735.12%-740.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $20,026 | $6,035+231.8% | $5,298+278.0% | $4,779+319.1% |
| Participant deferral / active EE | $12,940 | $5,806+122.9% | $5,081+154.7% | $5,609+130.7% |
| Admin fee / account holder | $1,295 | $16,143-92.0% | $13,411-90.3% | $10,827-88.0% |