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 | $97,229 | $160,055-39.3% | $140,016-30.6% | $135,375-28.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.76% | 911.38%-915.1pp | 651.12%-654.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,905 | $6,420-54.8% | $5,606-48.2% | $4,779-39.2% |
| Participant deferral / active EE | $11,887 | $7,642+55.6% | $6,927+71.6% | $5,609+111.9% |
| Admin fee / account holder | $3,059 | $13,328-77.0% | $10,705-71.4% | $10,827-71.7% |