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 | $68,745 | $190,805-64.0% | $159,960-57.0% | $134,475-48.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.75% | 552.23%-570.0pp | 408.60%-426.4pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,684 | $4,995-46.3% | $4,226-36.5% | $4,740-43.4% |
| Participant deferral / active EE | $10,761 | $6,923+55.4% | $6,182+74.1% | $6,400+68.1% |
| Admin fee / account holder | $4,116 | $10,471-60.7% | $8,698-52.7% | $11,426-64.0% |