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 | $42,256 | $160,055-73.6% | $140,016-69.8% | $135,375-68.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.91% | 911.38%-918.3pp | 651.12%-658.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,473 | $6,420-61.5% | $5,606-55.9% | $4,779-48.3% |
| Participant deferral / active EE | $8,191 | $7,642+7.2% | $6,927+18.2% | $5,609+46.0% |
| Admin fee / account holder | $5,098 | $13,328-61.8% | $10,705-52.4% | $10,827-52.9% |