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 | $41,847 | $190,805-78.1% | $159,960-73.8% | $134,475-68.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.77% | 552.23%-569.0pp | 408.60%-425.4pp | 417.96%-434.7pp |
| Employer contribution / active EE | $4,033 | $4,995-19.3% | $4,226-4.6% | $4,740-14.9% |
| Participant deferral / active EE | $5,479 | $6,923-20.9% | $6,182-11.4% | $6,400-14.4% |
| Admin fee / account holder | $1,118 | $10,471-89.3% | $8,698-87.2% | $11,426-90.2% |