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 | $42,392 | $135,635-68.7% | $110,238-61.5% | $135,375-68.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.44% | 513.19%-517.6pp | 314.74%-319.2pp | 519.73%-524.2pp |
| Employer contribution / active EE | $1,461 | $4,906-70.2% | $3,826-61.8% | $4,779-69.4% |
| Participant deferral / active EE | $3,211 | $5,506-41.7% | $4,672-31.3% | $5,609-42.8% |
| Admin fee / account holder | $3,761 | $11,457-67.2% | $8,547-56.0% | $10,827-65.3% |