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 | $108,359 | $180,449-40.0% | $154,107-29.7% | $135,375-20.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.03% | 888.09%-893.1pp | 735.12%-740.1pp | 519.73%-524.8pp |
| Employer contribution / active EE | $5,553 | $6,035-8.0% | $5,298+4.8% | $4,779+16.2% |
| Participant deferral / active EE | $4,625 | $5,806-20.3% | $5,081-9.0% | $5,609-17.5% |
| Admin fee / account holder | $304 | $16,143-98.1% | $13,411-97.7% | $10,827-97.2% |