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 | $84,747 | $180,449-53.0% | $154,107-45.0% | $135,375-37.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.65% | 888.09%-893.7pp | 735.12%-740.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,085 | $6,035-65.4% | $5,298-60.6% | $4,779-56.4% |
| Participant deferral / active EE | $8,212 | $5,806+41.4% | $5,081+61.6% | $5,609+46.4% |
| Admin fee / account holder | $2,223 | $16,143-86.2% | $13,411-83.4% | $10,827-79.5% |