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 | $49,315 | $160,055-69.2% | $140,016-64.8% | $135,375-63.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.74% | 911.38%-920.1pp | 651.12%-659.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,107 | $6,420-67.2% | $5,606-62.4% | $4,779-55.9% |
| Participant deferral / active EE | $4,275 | $7,642-44.1% | $6,927-38.3% | $5,609-23.8% |
| Admin fee / account holder | $6,330 | $13,328-52.5% | $10,705-40.9% | $10,827-41.5% |