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 | $129,057 | $190,805-32.4% | $159,960-19.3% | $134,475-4.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.84% | 552.23%-567.1pp | 408.60%-423.4pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,108 | $4,995-37.8% | $4,226-26.5% | $4,740-34.4% |
| Participant deferral / active EE | $7,303 | $6,923+5.5% | $6,182+18.1% | $6,400+14.1% |
| Admin fee / account holder | $6,215 | $10,471-40.6% | $8,698-28.5% | $11,426-45.6% |