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 | $70,028 | $160,055-56.2% | $140,016-50.0% | $135,375-48.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.22% | 911.38%-919.6pp | 651.12%-659.3pp | 519.73%-528.0pp |
| Employer contribution / active EE | $5,069 | $6,420-21.0% | $5,606-9.6% | $4,779+6.1% |
| Participant deferral / active EE | $7,725 | $7,642+1.1% | $6,927+11.5% | $5,609+37.7% |
| Admin fee / account holder | $4,389 | $13,328-67.1% | $10,705-59.0% | $10,827-59.5% |