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 | $55,973 | $160,055-65.0% | $140,016-60.0% | $135,375-58.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.82% | 911.38%-918.2pp | 651.12%-657.9pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,353 | $6,420-47.8% | $5,606-40.2% | $4,779-29.8% |
| Participant deferral / active EE | $4,537 | $7,642-40.6% | $6,927-34.5% | $5,609-19.1% |
| Admin fee / account holder | $21,099 | $13,328+58.3% | $10,705+97.1% | $10,827+94.9% |