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 | $30,459 | $135,635-77.5% | $110,238-72.4% | $135,375-77.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.77% | 513.19%-518.0pp | 314.74%-319.5pp | 519.73%-524.5pp |
| Employer contribution / active EE | $6,470 | $4,906+31.9% | $3,826+69.1% | $4,779+35.4% |
| Participant deferral / active EE | $2,377 | $5,506-56.8% | $4,672-49.1% | $5,609-57.6% |
| Admin fee / account holder | $547 | $11,457-95.2% | $8,547-93.6% | $10,827-95.0% |