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 | $93,000 | $135,635-31.4% | $110,238-15.6% | $135,375-31.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.39% | 513.19%-521.6pp | 314.74%-323.1pp | 519.73%-528.1pp |
| Employer contribution / active EE | $4,294 | $4,906-12.5% | $3,826+12.2% | $4,779-10.1% |
| Participant deferral / active EE | $6,107 | $5,506+10.9% | $4,672+30.7% | $5,609+8.9% |
| Admin fee / account holder | $1,412 | $11,457-87.7% | $8,547-83.5% | $10,827-87.0% |