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 | $53,418 | $138,044-61.3% | $125,339-57.4% | $134,475-60.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.33% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,172 | $5,243-77.6% | $4,814-75.7% | $4,740-75.3% |
| Participant deferral / active EE | $7,616 | $7,799-2.3% | $7,446+2.3% | $6,400+19.0% |
| Admin fee / account holder | $9,563 | $11,571-17.4% | $10,010-4.5% | $11,426-16.3% |