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 | $48,360 | $160,055-69.8% | $140,016-65.5% | $135,375-64.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.90% | 911.38%-916.3pp | 651.12%-656.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $3,581 | $6,420-44.2% | $5,606-36.1% | $4,779-25.1% |
| Participant deferral / active EE | $6,938 | $7,642-9.2% | $6,927+0.2% | $5,609+23.7% |
| Admin fee / account holder | $10,753 | $13,328-19.3% | $10,705+0.4% | $10,827-0.7% |