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 | $44,618 | $135,635-67.1% | $110,238-59.5% | $135,375-67.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.97% | 513.19%-519.2pp | 314.74%-320.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,914 | $4,906-61.0% | $3,826-50.0% | $4,779-59.9% |
| Participant deferral / active EE | $3,292 | $5,506-40.2% | $4,672-29.5% | $5,609-41.3% |
| Admin fee / account holder | $2,113 | $11,457-81.6% | $8,547-75.3% | $10,827-80.5% |