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 | $65,282 | $160,055-59.2% | $140,016-53.4% | $135,375-51.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.35% | 911.38%-917.7pp | 651.12%-657.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,716 | $6,420-73.3% | $5,606-69.4% | $4,779-64.1% |
| Participant deferral / active EE | $5,003 | $7,642-34.5% | $6,927-27.8% | $5,609-10.8% |
| Admin fee / account holder | $20,269 | $13,328+52.1% | $10,705+89.3% | $10,827+87.2% |