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 | $97,783 | $190,805-48.8% | $159,960-38.9% | $134,475-27.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.55% | 552.23%-568.8pp | 408.60%-425.2pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,404 | $4,995-71.9% | $4,226-66.8% | $4,740-70.4% |
| Participant deferral / active EE | $3,460 | $6,923-50.0% | $6,182-44.0% | $6,400-45.9% |
| Admin fee / account holder | $1,181 | $10,471-88.7% | $8,698-86.4% | $11,426-89.7% |