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 | $87,788 | $160,055-45.2% | $140,016-37.3% | $135,375-35.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.54% | 911.38%-915.9pp | 651.12%-655.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,108 | $6,420-51.6% | $5,606-44.6% | $4,779-35.0% |
| Participant deferral / active EE | $2,996 | $7,642-60.8% | $6,927-56.8% | $5,609-46.6% |
| Admin fee / account holder | $17,586 | $13,328+31.9% | $10,705+64.3% | $10,827+62.4% |