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 | $87,214 | $90,600-3.7% | $79,464+9.8% | $135,375-35.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.64% | 977.43%-984.1pp | 718.14%-724.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $3,727 | $3,068+21.5% | $2,800+33.1% | $4,779-22.0% |
| Participant deferral / active EE | $4,046 | $4,050-0.1% | $3,704+9.2% | $5,609-27.9% |
| Admin fee / account holder | $709 | $5,907-88.0% | $5,113-86.1% | $10,827-93.5% |