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 | $162,456 | $190,805-14.9% | $159,960+1.6% | $134,475+20.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.31% | 552.23%-567.5pp | 408.60%-423.9pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,962 | $4,995-40.7% | $4,226-29.9% | $4,740-37.5% |
| Participant deferral / active EE | $8,535 | $6,923+23.3% | $6,182+38.1% | $6,400+33.4% |
| Admin fee / account holder | $1,151 | $10,471-89.0% | $8,698-86.8% | $11,426-89.9% |