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 | $37,190 | $135,635-72.6% | $110,238-66.3% | $135,375-72.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.42% | 513.19%-519.6pp | 314.74%-321.2pp | 519.73%-526.2pp |
| Employer contribution / active EE | $8,729 | $4,906+77.9% | $3,826+128.1% | $4,779+82.7% |
| Participant deferral / active EE | $7,956 | $5,506+44.5% | $4,672+70.3% | $5,609+41.8% |
| Admin fee / account holder | $573 | $11,457-95.0% | $8,547-93.3% | $10,827-94.7% |