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 | $231,738 | $180,449+28.4% | $154,107+50.4% | $135,375+71.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.53% | 888.09%-895.6pp | 735.12%-742.6pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,243 | $6,035-62.8% | $5,298-57.7% | $4,779-53.1% |
| Participant deferral / active EE | $3,488 | $5,806-39.9% | $5,081-31.3% | $5,609-37.8% |
| Admin fee / account holder | $1,049 | $16,143-93.5% | $13,411-92.2% | $10,827-90.3% |