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 | $67,766 | $135,635-50.0% | $110,238-38.5% | $135,375-49.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.99% | 513.19%-520.2pp | 314.74%-321.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,013 | $4,906-79.4% | $3,826-73.5% | $4,779-78.8% |
| Participant deferral / active EE | $4,052 | $5,506-26.4% | $4,672-13.3% | $5,609-27.8% |
| Admin fee / account holder | $377 | $11,457-96.7% | $8,547-95.6% | $10,827-96.5% |