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 | $71,019 | $135,635-47.6% | $110,238-35.6% | $135,375-47.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.10% | 513.19%-518.3pp | 314.74%-319.8pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,239 | $4,906-74.7% | $3,826-67.6% | $4,779-74.1% |
| Participant deferral / active EE | $5,708 | $5,506+3.7% | $4,672+22.2% | $5,609+1.8% |
| Admin fee / account holder | $28,594 | $11,457+149.6% | $8,547+234.5% | $10,827+164.1% |