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 | $39,659 | $160,055-75.2% | $140,016-71.7% | $135,375-70.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -7.66% | 911.38%-919.0pp | 651.12%-658.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $5,590 | $6,420-12.9% | $5,606-0.3% | $4,779+17.0% |
| Participant deferral / active EE | $3,138 | $7,642-58.9% | $6,927-54.7% | $5,609-44.1% |
| Admin fee / account holder | $559 | $13,328-95.8% | $10,705-94.8% | $10,827-94.8% |