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 | $153,542 | $190,805-19.5% | $159,960-4.0% | $134,475+14.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -11.79% | 552.23%-564.0pp | 408.60%-420.4pp | 417.96%-429.8pp |
| Employer contribution / active EE | $5,739 | $4,995+14.9% | $4,226+35.8% | $4,740+21.1% |
| Participant deferral / active EE | $18,691 | $6,923+170.0% | $6,182+202.3% | $6,400+192.1% |
| Admin fee / account holder | $61,967 | $10,471+491.8% | $8,698+612.4% | $11,426+442.3% |