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 | $108,746 | $135,635-19.8% | $110,238-1.4% | $135,375-19.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.94% | 513.19%-521.1pp | 314.74%-322.7pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,983 | $4,906-39.2% | $3,826-22.0% | $4,779-37.6% |
| Participant deferral / active EE | $7,152 | $5,506+29.9% | $4,672+53.1% | $5,609+27.5% |
| Admin fee / account holder | $513 | $11,457-95.5% | $8,547-94.0% | $10,827-95.3% |