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 | $115,820 | $180,449-35.8% | $154,107-24.8% | $135,375-14.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.82% | 888.09%-894.9pp | 735.12%-741.9pp | 519.73%-526.6pp |
| Employer contribution / active EE | $6,224 | $6,035+3.1% | $5,298+17.5% | $4,779+30.2% |
| Participant deferral / active EE | $5,310 | $5,806-8.5% | $5,081+4.5% | $5,609-5.3% |
| Admin fee / account holder | $8,612 | $16,143-46.7% | $13,411-35.8% | $10,827-20.5% |