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 | $82,018 | $135,635-39.5% | $110,238-25.6% | $135,375-39.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.15% | 513.19%-519.3pp | 314.74%-320.9pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,438 | $4,906-50.3% | $3,826-36.3% | $4,779-49.0% |
| Participant deferral / active EE | $14,692 | $5,506+166.8% | $4,672+214.5% | $5,609+161.9% |
| Admin fee / account holder | $2,183 | $11,457-80.9% | $8,547-74.5% | $10,827-79.8% |