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 | $41,274 | $190,805-78.4% | $159,960-74.2% | $134,475-69.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.91% | 552.23%-571.1pp | 408.60%-427.5pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,739 | $4,995-45.2% | $4,226-35.2% | $4,740-42.2% |
| Participant deferral / active EE | $5,695 | $6,923-17.7% | $6,182-7.9% | $6,400-11.0% |
| Admin fee / account holder | $1,777 | $10,471-83.0% | $8,698-79.6% | $11,426-84.5% |