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 | $111,683 | $190,805-41.5% | $159,960-30.2% | $134,475-16.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.29% | 552.23%-570.5pp | 408.60%-426.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,253 | $4,995-74.9% | $4,226-70.4% | $4,740-73.6% |
| Participant deferral / active EE | $12,469 | $6,923+80.1% | $6,182+101.7% | $6,400+94.8% |
| Admin fee / account holder | $1,700 | $10,471-83.8% | $8,698-80.4% | $11,426-85.1% |