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 | $54,174 | $160,055-66.2% | $140,016-61.3% | $135,375-60.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.43% | 911.38%-919.8pp | 651.12%-659.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,655 | $6,420-58.7% | $5,606-52.6% | $4,779-44.5% |
| Participant deferral / active EE | $7,429 | $7,642-2.8% | $6,927+7.2% | $5,609+32.4% |
| Admin fee / account holder | $1,504 | $13,328-88.7% | $10,705-86.0% | $10,827-86.1% |