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 | $13,658 | $90,320-84.9% | $59,496-77.0% | $125,391-89.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -4.80% | 369.13%-373.9pp | 182.05%-186.8pp | 282.22%-287.0pp |
| Employer contribution / active EE | $1,837 | $1,792+2.5% | $1,153+59.3% | $4,866-62.3% |
| Participant deferral / active EE | $5,221 | $2,716+92.2% | $1,829+185.4% | $5,352-2.4% |
| Admin fee / account holder | $782 | $3,063-74.5% | $2,232-65.0% | $9,540-91.8% |