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 | $131,295 | $190,805-31.2% | $159,960-17.9% | $134,475-2.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.82% | 552.23%-563.1pp | 408.60%-419.4pp | 417.96%-428.8pp |
| Employer contribution / active EE | $4,761 | $4,995-4.7% | $4,226+12.7% | $4,740+0.4% |
| Participant deferral / active EE | $9,734 | $6,923+40.6% | $6,182+57.5% | $6,400+52.1% |
| Admin fee / account holder | $5,600 | $10,471-46.5% | $8,698-35.6% | $11,426-51.0% |