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 | $82,854 | $160,055-48.2% | $140,016-40.8% | $135,375-38.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.68% | 911.38%-920.1pp | 651.12%-659.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $5,706 | $6,420-11.1% | $5,606+1.8% | $4,779+19.4% |
| Participant deferral / active EE | $11,412 | $7,642+49.3% | $6,927+64.7% | $5,609+103.5% |
| Admin fee / account holder | $6,471 | $13,328-51.4% | $10,705-39.6% | $10,827-40.2% |