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 | $28,198 | $190,805-85.2% | $159,960-82.4% | $134,475-79.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.31% | 552.23%-572.5pp | 408.60%-428.9pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,715 | $4,995-65.7% | $4,226-59.4% | $4,740-63.8% |
| Participant deferral / active EE | $3,503 | $6,923-49.4% | $6,182-43.3% | $6,400-45.3% |
| Admin fee / account holder | $394 | $10,471-96.2% | $8,698-95.5% | $11,426-96.5% |