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 | $79,041 | $160,055-50.6% | $140,016-43.5% | $135,375-41.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.33% | 911.38%-915.7pp | 651.12%-655.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,159 | $6,420-66.4% | $5,606-61.5% | $4,779-54.8% |
| Participant deferral / active EE | $3,289 | $7,642-57.0% | $6,927-52.5% | $5,609-41.4% |
| Admin fee / account holder | $1,466 | $13,328-89.0% | $10,705-86.3% | $10,827-86.5% |