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 | $128,376 | $180,449-28.9% | $154,107-16.7% | $135,375-5.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.84% | 888.09%-895.9pp | 735.12%-743.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,353 | $6,035-61.0% | $5,298-55.6% | $4,779-50.8% |
| Participant deferral / active EE | $9,299 | $5,806+60.2% | $5,081+83.0% | $5,609+65.8% |
| Admin fee / account holder | $2,937 | $16,143-81.8% | $13,411-78.1% | $10,827-72.9% |