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 | $104,963 | $135,635-22.6% | $110,238-4.8% | $135,375-22.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.73% | 513.19%-516.9pp | 314.74%-318.5pp | 519.73%-523.5pp |
| Employer contribution / active EE | $3,938 | $4,906-19.7% | $3,826+2.9% | $4,779-17.6% |
| Participant deferral / active EE | $12,342 | $5,506+124.1% | $4,672+164.2% | $5,609+120.1% |
| Admin fee / account holder | $58,390 | $11,457+409.6% | $8,547+583.1% | $10,827+439.3% |