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 | $108,888 | $138,044-21.1% | $125,339-13.1% | $134,475-19.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.23% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,179 | $5,243-58.4% | $4,814-54.7% | $4,740-54.0% |
| Participant deferral / active EE | $6,782 | $7,799-13.0% | $7,446-8.9% | $6,400+6.0% |
| Admin fee / account holder | $5,180 | $11,571-55.2% | $10,010-48.2% | $11,426-54.7% |