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 | $91,656 | $135,635-32.4% | $110,238-16.9% | $135,375-32.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.39% | 513.19%-521.6pp | 314.74%-323.1pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,175 | $4,906-55.7% | $3,826-43.2% | $4,779-54.5% |
| Participant deferral / active EE | $4,612 | $5,506-16.2% | $4,672-1.3% | $5,609-17.8% |
| Admin fee / account holder | $16,693 | $11,457+45.7% | $8,547+95.3% | $10,827+54.2% |