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 4-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 | $94,145 | $138,044-31.8% | $125,339-24.9% | $134,475-30.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.00% | 750.33%-760.3pp | 572.05%-582.0pp | 417.96%-428.0pp |
| Employer contribution / active EE | $5,281 | $5,243+0.7% | $4,814+9.7% | $4,740+11.4% |
| Participant deferral / active EE | $7,074 | $7,799-9.3% | $7,446-5.0% | $6,400+10.5% |
| Admin fee / account holder | $77,663 | $11,571+571.2% | $10,010+675.9% | $11,426+579.7% |