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 | $88,676 | $160,055-44.6% | $140,016-36.7% | $135,375-34.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.96% | 911.38%-917.3pp | 651.12%-657.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $6,631 | $6,420+3.3% | $5,606+18.3% | $4,779+38.8% |
| Participant deferral / active EE | $8,467 | $7,642+10.8% | $6,927+22.2% | $5,609+51.0% |
| Admin fee / account holder | $8,151 | $13,328-38.8% | $10,705-23.9% | $10,827-24.7% |