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 | $166,490 | $180,449-7.7% | $154,107+8.0% | $135,375+23.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.60% | 888.09%-894.7pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $3,636 | $6,035-39.8% | $5,298-31.4% | $4,779-23.9% |
| Participant deferral / active EE | $5,188 | $5,806-10.7% | $5,081+2.1% | $5,609-7.5% |
| Admin fee / account holder | $2,722 | $16,143-83.1% | $13,411-79.7% | $10,827-74.9% |