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 | $98,177 | $90,600+8.4% | $79,464+23.5% | $135,375-27.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.30% | 977.43%-981.7pp | 718.14%-722.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $2,798 | $3,068-8.8% | $2,800-0.1% | $4,779-41.4% |
| Participant deferral / active EE | $2,838 | $4,050-29.9% | $3,704-23.4% | $5,609-49.4% |
| Admin fee / account holder | $2,551 | $5,907-56.8% | $5,113-50.1% | $10,827-76.4% |