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 | $88,068 | $90,600-2.8% | $79,464+10.8% | $135,375-34.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.75% | 977.43%-978.2pp | 718.14%-718.9pp | 519.73%-520.5pp |
| Employer contribution / active EE | $2,790 | $3,068-9.1% | $2,800-0.4% | $4,779-41.6% |
| Participant deferral / active EE | $9,516 | $4,050+135.0% | $3,704+156.9% | $5,609+69.7% |
| Admin fee / account holder | $700 | $5,907-88.2% | $5,113-86.3% | $10,827-93.5% |