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 | $40,115 | $160,055-74.9% | $140,016-71.3% | $135,375-70.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.49% | 911.38%-915.9pp | 651.12%-655.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $3,845 | $6,420-40.1% | $5,606-31.4% | $4,779-19.5% |
| Participant deferral / active EE | $7,753 | $7,642+1.5% | $6,927+11.9% | $5,609+38.2% |
| Admin fee / account holder | $5,058 | $13,328-62.0% | $10,705-52.7% | $10,827-53.3% |