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 | $76,500 | $135,635-43.6% | $110,238-30.6% | $135,375-43.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.65% | 513.19%-520.8pp | 314.74%-322.4pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,385 | $4,906-51.4% | $3,826-37.7% | $4,779-50.1% |
| Participant deferral / active EE | $6,421 | $5,506+16.6% | $4,672+37.4% | $5,609+14.5% |
| Admin fee / account holder | $730 | $11,457-93.6% | $8,547-91.5% | $10,827-93.3% |