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 | $72,080 | $135,635-46.9% | $110,238-34.6% | $135,375-46.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.71% | 513.19%-520.9pp | 314.74%-322.4pp | 519.73%-527.4pp |
| Employer contribution / active EE | $7,436 | $4,906+51.6% | $3,826+94.3% | $4,779+55.6% |
| Participant deferral / active EE | $6,006 | $5,506+9.1% | $4,672+28.6% | $5,609+7.1% |
| Admin fee / account holder | $1,189 | $11,457-89.6% | $8,547-86.1% | $10,827-89.0% |