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 | $42,523 | $135,635-68.6% | $110,238-61.4% | $135,375-68.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.01% | 513.19%-517.2pp | 314.74%-318.7pp | 519.73%-523.7pp |
| Employer contribution / active EE | $3,833 | $4,906-21.9% | $3,826+0.2% | $4,779-19.8% |
| Participant deferral / active EE | $7,218 | $5,506+31.1% | $4,672+54.5% | $5,609+28.7% |
| Admin fee / account holder | $2,064 | $11,457-82.0% | $8,547-75.9% | $10,827-80.9% |