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 | $96,029 | $135,635-29.2% | $110,238-12.9% | $135,375-29.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.36% | 513.19%-521.5pp | 314.74%-323.1pp | 519.73%-528.1pp |
| Employer contribution / active EE | $11,448 | $4,906+133.3% | $3,826+199.2% | $4,779+139.5% |
| Participant deferral / active EE | $13,325 | $5,506+142.0% | $4,672+185.2% | $5,609+137.6% |
| Admin fee / account holder | $5,624 | $11,457-50.9% | $8,547-34.2% | $10,827-48.1% |