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 | $51,366 | $135,635-62.1% | $110,238-53.4% | $135,375-62.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.38% | 513.19%-516.6pp | 314.74%-318.1pp | 519.73%-523.1pp |
| Employer contribution / active EE | $9,973 | $4,906+103.3% | $3,826+160.6% | $4,779+108.7% |
| Participant deferral / active EE | $5,521 | $5,506+0.3% | $4,672+18.2% | $5,609-1.6% |
| Admin fee / account holder | $421 | $11,457-96.3% | $8,547-95.1% | $10,827-96.1% |