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 8-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 | $90,035 | $135,635-33.6% | $110,238-18.3% | $135,375-33.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.77% | 513.19%-519.0pp | 314.74%-320.5pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,284 | $4,906-53.4% | $3,826-40.3% | $4,779-52.2% |
| Participant deferral / active EE | $6,123 | $5,506+11.2% | $4,672+31.1% | $5,609+9.2% |
| Admin fee / account holder | $15,798 | $11,457+37.9% | $8,547+84.8% | $10,827+45.9% |