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 | $59,810 | $135,635-55.9% | $110,238-45.7% | $135,375-55.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.34% | 513.19%-519.5pp | 314.74%-321.1pp | 519.73%-526.1pp |
| Employer contribution / active EE | $3,963 | $4,906-19.2% | $3,826+3.6% | $4,779-17.1% |
| Participant deferral / active EE | $11,063 | $5,506+100.9% | $4,672+136.8% | $5,609+97.3% |
| Admin fee / account holder | $19,083 | $11,457+66.6% | $8,547+123.3% | $10,827+76.3% |