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 | $39,117 | $160,055-75.6% | $140,016-72.1% | $135,375-71.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.37% | 911.38%-914.8pp | 651.12%-654.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $2,173 | $6,420-66.2% | $5,606-61.2% | $4,779-54.5% |
| Participant deferral / active EE | $3,376 | $7,642-55.8% | $6,927-51.3% | $5,609-39.8% |
| Admin fee / account holder | $1,822 | $13,328-86.3% | $10,705-83.0% | $10,827-83.2% |