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 | $147,696 | $190,805-22.6% | $159,960-7.7% | $134,475+9.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -9.35% | 552.23%-561.6pp | 408.60%-417.9pp | 417.96%-427.3pp |
| Employer contribution / active EE | $776 | $4,995-84.5% | $4,226-81.6% | $4,740-83.6% |
| Participant deferral / active EE | $7,695 | $6,923+11.1% | $6,182+24.5% | $6,400+20.2% |
| Admin fee / account holder | $2,184 | $10,471-79.1% | $8,698-74.9% | $11,426-80.9% |