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 | $75,148 | $190,805-60.6% | $159,960-53.0% | $134,475-44.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.98% | 552.23%-568.2pp | 408.60%-424.6pp | 417.96%-433.9pp |
| Employer contribution / active EE | $10,555 | $4,995+111.3% | $4,226+149.8% | $4,740+122.7% |
| Participant deferral / active EE | $10,648 | $6,923+53.8% | $6,182+72.2% | $6,400+66.4% |
| Admin fee / account holder | $625 | $10,471-94.0% | $8,698-92.8% | $11,426-94.5% |