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 | $134,891 | $160,055-15.7% | $140,016-3.7% | $135,375-0.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.36% | 911.38%-918.7pp | 651.12%-658.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,712 | $6,420-42.2% | $5,606-33.8% | $4,779-22.3% |
| Participant deferral / active EE | $5,012 | $7,642-34.4% | $6,927-27.6% | $5,609-10.6% |
| Admin fee / account holder | $9,850 | $13,328-26.1% | $10,705-8.0% | $10,827-9.0% |