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 | $103,698 | $90,600+14.5% | $79,464+30.5% | $135,375-23.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.19% | 977.43%-983.6pp | 718.14%-724.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,138 | $3,068-30.3% | $2,800-23.7% | $4,779-55.3% |
| Participant deferral / active EE | $5,888 | $4,050+45.4% | $3,704+59.0% | $5,609+5.0% |
| Admin fee / account holder | $317 | $5,907-94.6% | $5,113-93.8% | $10,827-97.1% |