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 8-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 | $135,926 | $180,449-24.7% | $154,107-11.8% | $135,375+0.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.90% | 888.09%-895.0pp | 735.12%-742.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,355 | $6,035-77.6% | $5,298-74.4% | $4,779-71.7% |
| Participant deferral / active EE | $2,134 | $5,806-63.2% | $5,081-58.0% | $5,609-61.9% |
| Admin fee / account holder | $9,260 | $16,143-42.6% | $13,411-31.0% | $10,827-14.5% |