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 | $86,859 | $190,805-54.5% | $159,960-45.7% | $134,475-35.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.75% | 552.23%-572.0pp | 408.60%-428.4pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,407 | $4,995-51.8% | $4,226-43.0% | $4,740-49.2% |
| Participant deferral / active EE | $4,464 | $6,923-35.5% | $6,182-27.8% | $6,400-30.2% |
| Admin fee / account holder | $4,641 | $10,471-55.7% | $8,698-46.6% | $11,426-59.4% |