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 | $175,431 | $190,805-8.1% | $159,960+9.7% | $134,475+30.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.06% | 552.23%-562.3pp | 408.60%-418.7pp | 417.96%-428.0pp |
| Employer contribution / active EE | $17,013 | $4,995+240.6% | $4,226+302.6% | $4,740+259.0% |
| Participant deferral / active EE | $13,667 | $6,923+97.4% | $6,182+121.1% | $6,400+113.6% |
| Admin fee / account holder | $1,705 | $10,471-83.7% | $8,698-80.4% | $11,426-85.1% |