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 | $159,547 | $190,805-16.4% | $159,960-0.3% | $134,475+18.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.84% | 552.23%-570.1pp | 408.60%-426.4pp | 417.96%-435.8pp |
| Employer contribution / active EE | $4,916 | $4,995-1.6% | $4,226+16.3% | $4,740+3.7% |
| Participant deferral / active EE | $13,219 | $6,923+90.9% | $6,182+113.8% | $6,400+106.6% |
| Admin fee / account holder | $1,056 | $10,471-89.9% | $8,698-87.9% | $11,426-90.8% |