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 | $50,513 | $135,635-62.8% | $110,238-54.2% | $135,375-62.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.08% | 513.19%-519.3pp | 314.74%-320.8pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,790 | $4,906-43.1% | $3,826-27.1% | $4,779-41.6% |
| Participant deferral / active EE | $4,713 | $5,506-14.4% | $4,672+0.9% | $5,609-16.0% |
| Admin fee / account holder | $18,659 | $11,457+62.9% | $8,547+118.3% | $10,827+72.3% |