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 | $50,116 | $180,449-72.2% | $154,107-67.5% | $135,375-63.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.55% | 888.09%-894.6pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $5,377 | $6,035-10.9% | $5,298+1.5% | $4,779+12.5% |
| Participant deferral / active EE | $2,604 | $5,806-55.1% | $5,081-48.7% | $5,609-53.6% |
| Admin fee / account holder | $10,647 | $16,143-34.0% | $13,411-20.6% | $10,827-1.7% |