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 | $67,058 | $160,055-58.1% | $140,016-52.1% | $135,375-50.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.35% | 911.38%-918.7pp | 651.12%-658.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,787 | $6,420-41.0% | $5,606-32.4% | $4,779-20.8% |
| Participant deferral / active EE | $8,524 | $7,642+11.5% | $6,927+23.0% | $5,609+52.0% |
| Admin fee / account holder | $1,540 | $13,328-88.4% | $10,705-85.6% | $10,827-85.8% |