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 | $51,904 | $135,635-61.7% | $110,238-52.9% | $135,375-61.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.60% | 513.19%-514.8pp | 314.74%-316.3pp | 519.73%-521.3pp |
| Employer contribution / active EE | $2,551 | $4,906-48.0% | $3,826-33.3% | $4,779-46.6% |
| Participant deferral / active EE | $15,476 | $5,506+181.1% | $4,672+231.3% | $5,609+175.9% |
| Admin fee / account holder | $681 | $11,457-94.1% | $8,547-92.0% | $10,827-93.7% |