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 | $55,605 | $168,632-67.0% | $147,614-62.3% | $125,391-55.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.80% | 77.65%-78.4pp | 61.98%-62.8pp | 282.22%-283.0pp |
| Employer contribution / active EE | $3,447 | $6,252-44.9% | $5,564-38.1% | $4,866-29.2% |
| Participant deferral / active EE | $6,033 | $5,507+9.5% | $4,895+23.2% | $5,352+12.7% |
| Admin fee / account holder | $56,182 | $13,580+313.7% | $11,611+383.9% | $9,540+488.9% |