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 | $31,743 | $190,805-83.4% | $159,960-80.2% | $134,475-76.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.31% | 552.23%-571.5pp | 408.60%-427.9pp | 417.96%-437.3pp |
| Employer contribution / active EE | $780 | $4,995-84.4% | $4,226-81.5% | $4,740-83.5% |
| Participant deferral / active EE | $1,950 | $6,923-71.8% | $6,182-68.5% | $6,400-69.5% |
| Admin fee / account holder | $1,813 | $10,471-82.7% | $8,698-79.2% | $11,426-84.1% |