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 | $83,869 | $160,055-47.6% | $140,016-40.1% | $135,375-38.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.72% | 911.38%-918.1pp | 651.12%-657.8pp | 519.73%-526.5pp |
| Employer contribution / active EE | $4,175 | $6,420-35.0% | $5,606-25.5% | $4,779-12.6% |
| Participant deferral / active EE | $6,925 | $7,642-9.4% | $6,9270% | $5,609+23.5% |
| Admin fee / account holder | $35,262 | $13,328+164.6% | $10,705+229.4% | $10,827+225.7% |