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 | $18,481 | $190,805-90.3% | $159,960-88.4% | $134,475-86.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -8.11% | 552.23%-560.3pp | 408.60%-416.7pp | 417.96%-426.1pp |
| Employer contribution / active EE | $1,166 | $4,995-76.7% | $4,226-72.4% | $4,740-75.4% |
| Participant deferral / active EE | $6,950 | $6,923+0.4% | $6,182+12.4% | $6,400+8.6% |
| Admin fee / account holder | $40,555 | $10,471+287.3% | $8,698+366.3% | $11,426+254.9% |