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 | $72,316 | $135,635-46.7% | $110,238-34.4% | $135,375-46.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.49% | 513.19%-519.7pp | 314.74%-321.2pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,318 | $4,906-52.8% | $3,826-39.4% | $4,779-51.5% |
| Participant deferral / active EE | $7,252 | $5,506+31.7% | $4,672+55.2% | $5,609+29.3% |
| Admin fee / account holder | $1,591 | $11,457-86.1% | $8,547-81.4% | $10,827-85.3% |