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 | $95,542 | $160,055-40.3% | $140,016-31.8% | $135,375-29.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.92% | 911.38%-914.3pp | 651.12%-654.0pp | 519.73%-522.7pp |
| Employer contribution / active EE | $2,132 | $6,420-66.8% | $5,606-62.0% | $4,779-55.4% |
| Participant deferral / active EE | $5,068 | $7,642-33.7% | $6,927-26.8% | $5,609-9.6% |
| Admin fee / account holder | $42,584 | $13,328+219.5% | $10,705+297.8% | $10,827+293.3% |