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 | $50,765 | $135,635-62.6% | $110,238-53.9% | $135,375-62.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.18% | 513.19%-520.4pp | 314.74%-321.9pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,019 | $4,906-58.9% | $3,826-47.2% | $4,779-57.8% |
| Participant deferral / active EE | $5,378 | $5,506-2.3% | $4,672+15.1% | $5,609-4.1% |
| Admin fee / account holder | $2,049 | $11,457-82.1% | $8,547-76.0% | $10,827-81.1% |