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 | $69,862 | $135,635-48.5% | $110,238-36.6% | $135,375-48.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.34% | 513.19%-520.5pp | 314.74%-322.1pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,150 | $4,906-56.2% | $3,826-43.8% | $4,779-55.0% |
| Participant deferral / active EE | $5,682 | $5,506+3.2% | $4,672+21.6% | $5,609+1.3% |
| Admin fee / account holder | $3,178 | $11,457-72.3% | $8,547-62.8% | $10,827-70.7% |