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 | $40,498 | $160,055-74.7% | $140,016-71.1% | $135,375-70.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.66% | 911.38%-919.0pp | 651.12%-658.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,980 | $6,420-69.2% | $5,606-64.7% | $4,779-58.6% |
| Participant deferral / active EE | $2,897 | $7,642-62.1% | $6,927-58.2% | $5,609-48.3% |
| Admin fee / account holder | $1,497 | $13,328-88.8% | $10,705-86.0% | $10,827-86.2% |