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 | $35,733 | $135,635-73.7% | $110,238-67.6% | $135,375-73.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.66% | 513.19%-521.9pp | 314.74%-323.4pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,378 | $4,906-71.9% | $3,826-64.0% | $4,779-71.2% |
| Participant deferral / active EE | $3,083 | $5,506-44.0% | $4,672-34.0% | $5,609-45.0% |
| Admin fee / account holder | $916 | $11,457-92.0% | $8,547-89.3% | $10,827-91.5% |