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 | $66,055 | $160,055-58.7% | $140,016-52.8% | $135,375-51.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.01% | 911.38%-917.4pp | 651.12%-657.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,463 | $6,420-61.6% | $5,606-56.1% | $4,779-48.5% |
| Participant deferral / active EE | $7,136 | $7,642-6.6% | $6,927+3.0% | $5,609+27.2% |
| Admin fee / account holder | $4,898 | $13,328-63.3% | $10,705-54.3% | $10,827-54.8% |