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 | $96,784 | $135,635-28.6% | $110,238-12.2% | $135,375-28.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.61% | 513.19%-519.8pp | 314.74%-321.3pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,341 | $4,906-52.3% | $3,826-38.8% | $4,779-51.0% |
| Participant deferral / active EE | $3,758 | $5,506-31.8% | $4,672-19.6% | $5,609-33.0% |
| Admin fee / account holder | $2,036 | $11,457-82.2% | $8,547-76.2% | $10,827-81.2% |