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 | $48,691 | $135,635-64.1% | $110,238-55.8% | $135,375-64.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.60% | 513.19%-517.8pp | 314.74%-319.3pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,757 | $4,906-23.4% | $3,826-1.8% | $4,779-21.4% |
| Participant deferral / active EE | $4,010 | $5,506-27.2% | $4,672-14.2% | $5,609-28.5% |
| Admin fee / account holder | $22,975 | $11,457+100.5% | $8,547+168.8% | $10,827+112.2% |