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 | $80,720 | $135,635-40.5% | $110,238-26.8% | $135,375-40.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.77% | 513.19%-521.0pp | 314.74%-322.5pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,053 | $4,906-58.1% | $3,826-46.3% | $4,779-57.0% |
| Participant deferral / active EE | $10,449 | $5,506+89.8% | $4,672+123.7% | $5,609+86.3% |
| Admin fee / account holder | $17,365 | $11,457+51.6% | $8,547+103.2% | $10,827+60.4% |