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 | $155,038 | $190,805-18.7% | $159,960-3.1% | $134,475+15.3% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -17.79% | 552.23%-570.0pp | 408.60%-426.4pp | 417.96%-435.8pp |
| Employer contribution / active EE | $7,167 | $4,995+43.5% | $4,226+69.6% | $4,740+51.2% |
| Participant deferral / active EE | $7,167 | $6,923+3.5% | $6,182+15.9% | $6,400+12.0% |
| Admin fee / account holder | $3,548 | $10,471-66.1% | $8,698-59.2% | $11,426-68.9% |