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 | $92,890 | $160,055-42.0% | $140,016-33.7% | $135,375-31.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.60% | 911.38%-916.0pp | 651.12%-655.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $5,311 | $6,420-17.3% | $5,606-5.3% | $4,779+11.1% |
| Participant deferral / active EE | $10,229 | $7,642+33.9% | $6,927+47.7% | $5,609+82.4% |
| Admin fee / account holder | $1,844 | $13,328-86.2% | $10,705-82.8% | $10,827-83.0% |