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 | $118,693 | $190,805-37.8% | $159,960-25.8% | $134,475-11.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.74% | 552.23%-568.0pp | 408.60%-424.3pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,126 | $4,995-37.4% | $4,226-26.0% | $4,740-34.0% |
| Participant deferral / active EE | $10,752 | $6,923+55.3% | $6,182+73.9% | $6,400+68.0% |
| Admin fee / account holder | $4,498 | $10,471-57.0% | $8,698-48.3% | $11,426-60.6% |