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 | $75,472 | $190,805-60.4% | $159,960-52.8% | $134,475-43.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -9.73% | 552.23%-562.0pp | 408.60%-418.3pp | 417.96%-427.7pp |
| Employer contribution / active EE | $2,580 | $4,995-48.3% | $4,226-38.9% | $4,740-45.6% |
| Participant deferral / active EE | $7,736 | $6,923+11.7% | $6,182+25.1% | $6,400+20.9% |
| Admin fee / account holder | $8,936 | $10,471-14.7% | $8,698+2.7% | $11,426-21.8% |