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 | $55,368 | $190,805-71.0% | $159,960-65.4% | $134,475-58.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.99% | 552.23%-570.2pp | 408.60%-426.6pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,857 | $4,995-42.8% | $4,226-32.4% | $4,740-39.7% |
| Participant deferral / active EE | $6,054 | $6,923-12.6% | $6,182-2.1% | $6,400-5.4% |
| Admin fee / account holder | $708 | $10,471-93.2% | $8,698-91.9% | $11,426-93.8% |