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 | $67,970 | $160,055-57.5% | $140,016-51.5% | $135,375-49.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.92% | 911.38%-917.3pp | 651.12%-657.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,713 | $6,420-57.7% | $5,606-51.6% | $4,779-43.2% |
| Participant deferral / active EE | $4,840 | $7,642-36.7% | $6,927-30.1% | $5,609-13.7% |
| Admin fee / account holder | $2,480 | $13,328-81.4% | $10,705-76.8% | $10,827-77.1% |