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 | $111,407 | $135,635-17.9% | $110,238+1.1% | $135,375-17.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.85% | 513.19%-520.0pp | 314.74%-321.6pp | 519.73%-526.6pp |
| Employer contribution / active EE | $4,065 | $4,906-17.1% | $3,826+6.2% | $4,779-14.9% |
| Participant deferral / active EE | $13,197 | $5,506+139.7% | $4,672+182.5% | $5,609+135.3% |
| Admin fee / account holder | $1,384 | $11,457-87.9% | $8,547-83.8% | $10,827-87.2% |