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 | $91,003 | $135,635-32.9% | $110,238-17.4% | $135,375-32.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.56% | 513.19%-518.7pp | 314.74%-320.3pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,182 | $4,906-55.5% | $3,826-43.0% | $4,779-54.3% |
| Participant deferral / active EE | $5,713 | $5,506+3.7% | $4,672+22.3% | $5,609+1.9% |
| Admin fee / account holder | $7,458 | $11,457-34.9% | $8,547-12.7% | $10,827-31.1% |