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 | $100,048 | $160,055-37.5% | $140,016-28.5% | $135,375-26.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.84% | 911.38%-917.2pp | 651.12%-657.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $4,625 | $6,420-28.0% | $5,606-17.5% | $4,779-3.2% |
| Participant deferral / active EE | $6,303 | $7,642-17.5% | $6,927-9.0% | $5,609+12.4% |
| Admin fee / account holder | $32,772 | $13,328+145.9% | $10,705+206.1% | $10,827+202.7% |