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 | $88,803 | $135,635-34.5% | $110,238-19.4% | $135,375-34.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.65% | 513.19%-514.8pp | 314.74%-316.4pp | 519.73%-521.4pp |
| Employer contribution / active EE | $6,036 | $4,906+23.0% | $3,826+57.7% | $4,779+26.3% |
| Participant deferral / active EE | $8,386 | $5,506+52.3% | $4,672+79.5% | $5,609+49.5% |
| Admin fee / account holder | $5,662 | $11,457-50.6% | $8,547-33.8% | $10,827-47.7% |