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 | $60,390 | $160,055-62.3% | $140,016-56.9% | $135,375-55.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.37% | 911.38%-916.8pp | 651.12%-656.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,143 | $6,420-51.0% | $5,606-43.9% | $4,779-34.2% |
| Participant deferral / active EE | $3,132 | $7,642-59.0% | $6,927-54.8% | $5,609-44.2% |
| Admin fee / account holder | $831 | $13,328-93.8% | $10,705-92.2% | $10,827-92.3% |