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 | $41,976 | $160,055-73.8% | $140,016-70.0% | $135,375-69.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -8.95% | 911.38%-920.3pp | 651.12%-660.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,470 | $6,420-61.5% | $5,606-55.9% | $4,779-48.3% |
| Participant deferral / active EE | $6,300 | $7,642-17.6% | $6,927-9.1% | $5,609+12.3% |
| Admin fee / account holder | $442 | $13,328-96.7% | $10,705-95.9% | $10,827-95.9% |