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 | $168,131 | $190,805-11.9% | $159,960+5.1% | $134,475+25.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.63% | 552.23%-569.9pp | 408.60%-426.2pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,920 | $4,995-61.6% | $4,226-54.6% | $4,740-59.5% |
| Participant deferral / active EE | $10,568 | $6,923+52.6% | $6,182+70.9% | $6,400+65.1% |
| Admin fee / account holder | $1,476 | $10,471-85.9% | $8,698-83.0% | $11,426-87.1% |