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 | $94,650 | $135,635-30.2% | $110,238-14.1% | $135,375-30.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.27% | 513.19%-518.5pp | 314.74%-320.0pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,508 | $4,906-48.9% | $3,826-34.5% | $4,779-47.5% |
| Participant deferral / active EE | $15,666 | $5,506+184.5% | $4,672+235.3% | $5,609+179.3% |
| Admin fee / account holder | $3,948 | $11,457-65.5% | $8,547-53.8% | $10,827-63.5% |