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 | $80,094 | $160,055-50.0% | $140,016-42.8% | $135,375-40.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.22% | 911.38%-917.6pp | 651.12%-657.3pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,921 | $6,420-54.5% | $5,606-47.9% | $4,779-38.9% |
| Participant deferral / active EE | $7,865 | $7,642+2.9% | $6,927+13.5% | $5,609+40.2% |
| Admin fee / account holder | $4,734 | $13,328-64.5% | $10,705-55.8% | $10,827-56.3% |