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 | $122,619 | $180,449-32.0% | $154,107-20.4% | $135,375-9.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.94% | 888.09%-892.0pp | 735.12%-739.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $5,559 | $6,035-7.9% | $5,298+4.9% | $4,779+16.3% |
| Participant deferral / active EE | $2,883 | $5,806-50.3% | $5,081-43.3% | $5,609-48.6% |
| Admin fee / account holder | $35,790 | $16,143+121.7% | $13,411+166.9% | $10,827+230.6% |