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 | $58,145 | $160,055-63.7% | $140,016-58.5% | $135,375-57.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.92% | 911.38%-918.3pp | 651.12%-658.0pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,908 | $6,420-54.7% | $5,606-48.1% | $4,779-39.2% |
| Participant deferral / active EE | $3,920 | $7,642-48.7% | $6,927-43.4% | $5,609-30.1% |
| Admin fee / account holder | $1,114 | $13,328-91.6% | $10,705-89.6% | $10,827-89.7% |