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 | $82,688 | $90,600-8.7% | $79,464+4.1% | $135,375-38.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.62% | 977.43%-983.0pp | 718.14%-723.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $918 | $3,068-70.1% | $2,800-67.2% | $4,779-80.8% |
| Participant deferral / active EE | $7,449 | $4,050+83.9% | $3,704+101.1% | $5,609+32.8% |
| Admin fee / account holder | $6,493 | $5,907+9.9% | $5,113+27.0% | $10,827-40.0% |