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 | $116,503 | $160,055-27.2% | $140,016-16.8% | $135,375-13.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.16% | 911.38%-919.5pp | 651.12%-659.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,243 | $6,420-65.1% | $5,606-60.0% | $4,779-53.1% |
| Participant deferral / active EE | $5,230 | $7,642-31.6% | $6,927-24.5% | $5,609-6.8% |
| Admin fee / account holder | $391 | $13,328-97.1% | $10,705-96.4% | $10,827-96.4% |