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 | $127,362 | $160,055-20.4% | $140,016-9.0% | $135,375-5.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.40% | 911.38%-918.8pp | 651.12%-658.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $4,591 | $6,420-28.5% | $5,606-18.1% | $4,779-3.9% |
| Participant deferral / active EE | $5,388 | $7,642-29.5% | $6,927-22.2% | $5,609-3.9% |
| Admin fee / account holder | $8,843 | $13,328-33.6% | $10,705-17.4% | $10,827-18.3% |