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 | $96,590 | $138,044-30.0% | $125,339-22.9% | $134,475-28.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.15% | 750.33%-764.5pp | 572.05%-586.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,175 | $5,243-58.5% | $4,814-54.8% | $4,740-54.1% |
| Participant deferral / active EE | $6,900 | $7,799-11.5% | $7,446-7.3% | $6,400+7.8% |
| Admin fee / account holder | $1,721 | $11,571-85.1% | $10,010-82.8% | $11,426-84.9% |