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 | $96,966 | $135,635-28.5% | $110,238-12.0% | $135,375-28.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.27% | 513.19%-516.5pp | 314.74%-318.0pp | 519.73%-523.0pp |
| Employer contribution / active EE | $2,941 | $4,906-40.1% | $3,826-23.1% | $4,779-38.5% |
| Participant deferral / active EE | $2,727 | $5,506-50.5% | $4,672-41.6% | $5,609-51.4% |
| Admin fee / account holder | $1,051 | $11,457-90.8% | $8,547-87.7% | $10,827-90.3% |