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 | $134,311 | $135,635-1.0% | $110,238+21.8% | $135,375-0.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.97% | 513.19%-520.2pp | 314.74%-321.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,711 | $4,906-44.7% | $3,826-29.1% | $4,779-43.3% |
| Participant deferral / active EE | $7,623 | $5,506+38.4% | $4,672+63.2% | $5,609+35.9% |
| Admin fee / account holder | $8,051 | $11,457-29.7% | $8,547-5.8% | $10,827-25.6% |