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 | $134,366 | $160,055-16.0% | $140,016-4.0% | $135,375-0.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.61% | 911.38%-917.0pp | 651.12%-656.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $6,460 | $6,420+0.6% | $5,606+15.2% | $4,779+35.2% |
| Participant deferral / active EE | $4,219 | $7,642-44.8% | $6,927-39.1% | $5,609-24.8% |
| Admin fee / account holder | $1,673 | $13,328-87.4% | $10,705-84.4% | $10,827-84.5% |