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 | $68,564 | $135,635-49.4% | $110,238-37.8% | $135,375-49.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.73% | 513.19%-519.9pp | 314.74%-321.5pp | 519.73%-526.5pp |
| Employer contribution / active EE | $4,105 | $4,906-16.3% | $3,826+7.3% | $4,779-14.1% |
| Participant deferral / active EE | $3,810 | $5,506-30.8% | $4,672-18.4% | $5,609-32.1% |
| Admin fee / account holder | $4,205 | $11,457-63.3% | $8,547-50.8% | $10,827-61.2% |