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 | $145,781 | $190,805-23.6% | $159,960-8.9% | $134,475+8.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.44% | 552.23%-569.7pp | 408.60%-426.0pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,674 | $4,995-26.4% | $4,226-13.1% | $4,740-22.5% |
| Participant deferral / active EE | $7,956 | $6,923+14.9% | $6,182+28.7% | $6,400+24.3% |
| Admin fee / account holder | $1,409 | $10,471-86.5% | $8,698-83.8% | $11,426-87.7% |