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 | $62,832 | $135,635-53.7% | $110,238-43.0% | $135,375-53.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.54% | 513.19%-521.7pp | 314.74%-323.3pp | 519.73%-528.3pp |
| Employer contribution / active EE | $3,694 | $4,906-24.7% | $3,826-3.5% | $4,779-22.7% |
| Participant deferral / active EE | $5,131 | $5,506-6.8% | $4,672+9.8% | $5,609-8.5% |
| Admin fee / account holder | $2,172 | $11,457-81.0% | $8,547-74.6% | $10,827-79.9% |