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 | $77,117 | $160,055-51.8% | $140,016-44.9% | $135,375-43.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.98% | 911.38%-915.4pp | 651.12%-655.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,714 | $6,420-73.3% | $5,606-69.4% | $4,779-64.1% |
| Participant deferral / active EE | $3,228 | $7,642-57.8% | $6,927-53.4% | $5,609-42.4% |
| Admin fee / account holder | $4,161 | $13,328-68.8% | $10,705-61.1% | $10,827-61.6% |