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 | $31,615 | $135,635-76.7% | $110,238-71.3% | $135,375-76.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.30% | 513.19%-520.5pp | 314.74%-322.0pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,907 | $4,906-40.7% | $3,826-24.0% | $4,779-39.2% |
| Participant deferral / active EE | $6,189 | $5,506+12.4% | $4,672+32.5% | $5,609+10.3% |
| Admin fee / account holder | $1,338 | $11,457-88.3% | $8,547-84.3% | $10,827-87.6% |