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 | $43,202 | $160,055-73.0% | $140,016-69.1% | $135,375-68.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.60% | 911.38%-919.0pp | 651.12%-658.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,981 | $6,420-53.6% | $5,606-46.8% | $4,779-37.6% |
| Participant deferral / active EE | $5,903 | $7,642-22.7% | $6,927-14.8% | $5,609+5.2% |
| Admin fee / account holder | $4,866 | $13,328-63.5% | $10,705-54.5% | $10,827-55.1% |