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 | $137,998 | $190,805-27.7% | $159,960-13.7% | $134,475+2.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.03% | 552.23%-566.3pp | 408.60%-422.6pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,786 | $4,995-64.2% | $4,226-57.7% | $4,740-62.3% |
| Participant deferral / active EE | $3,734 | $6,923-46.1% | $6,182-39.6% | $6,400-41.7% |
| Admin fee / account holder | $6,825 | $10,471-34.8% | $8,698-21.5% | $11,426-40.3% |