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 | $80,626 | $160,055-49.6% | $140,016-42.4% | $135,375-40.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.98% | 911.38%-917.4pp | 651.12%-657.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,456 | $6,420-77.3% | $5,606-74.0% | $4,779-69.5% |
| Participant deferral / active EE | $3,733 | $7,642-51.2% | $6,927-46.1% | $5,609-33.5% |
| Admin fee / account holder | $17,985 | $13,328+34.9% | $10,705+68.0% | $10,827+66.1% |