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 | $69,557 | $135,635-48.7% | $110,238-36.9% | $135,375-48.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.85% | 513.19%-519.0pp | 314.74%-320.6pp | 519.73%-525.6pp |
| Employer contribution / active EE | $7,109 | $4,906+44.9% | $3,826+85.8% | $4,779+48.8% |
| Participant deferral / active EE | $11,743 | $5,506+113.3% | $4,672+151.4% | $5,609+109.4% |
| Admin fee / account holder | $7,897 | $11,457-31.1% | $8,547-7.6% | $10,827-27.1% |