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 | $104,345 | $160,055-34.8% | $140,016-25.5% | $135,375-22.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.03% | 911.38%-920.4pp | 651.12%-660.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,672 | $6,420-58.4% | $5,606-52.3% | $4,779-44.1% |
| Participant deferral / active EE | $3,309 | $7,642-56.7% | $6,927-52.2% | $5,609-41.0% |
| Admin fee / account holder | $4,183 | $13,328-68.6% | $10,705-60.9% | $10,827-61.4% |