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 | $27,297 | $135,635-79.9% | $110,238-75.2% | $135,375-79.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.88% | 513.19%-516.1pp | 314.74%-317.6pp | 519.73%-522.6pp |
| Employer contribution / active EE | $2,683 | $4,906-45.3% | $3,826-29.9% | $4,779-43.9% |
| Participant deferral / active EE | $2,261 | $5,506-58.9% | $4,672-51.6% | $5,609-59.7% |
| Admin fee / account holder | $14,455 | $11,457+26.2% | $8,547+69.1% | $10,827+33.5% |