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 | $92,845 | $135,635-31.5% | $110,238-15.8% | $135,375-31.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.44% | 513.19%-520.6pp | 314.74%-322.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,413 | $4,906-30.4% | $3,826-10.8% | $4,779-28.6% |
| Participant deferral / active EE | $6,308 | $5,506+14.6% | $4,672+35.0% | $5,609+12.5% |
| Admin fee / account holder | $414 | $11,457-96.4% | $8,547-95.2% | $10,827-96.2% |