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 | $64,947 | $180,449-64.0% | $154,107-57.9% | $135,375-52.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.97% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,786 | $6,035-53.8% | $5,298-47.4% | $4,779-41.7% |
| Participant deferral / active EE | $6,626 | $5,806+14.1% | $5,081+30.4% | $5,609+18.1% |
| Admin fee / account holder | $365 | $16,143-97.7% | $13,411-97.3% | $10,827-96.6% |