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 | $94,145 | $190,805-50.7% | $159,960-41.1% | $134,475-30.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.10% | 552.23%-571.3pp | 408.60%-427.7pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,902 | $4,995-21.9% | $4,226-7.7% | $4,740-17.7% |
| Participant deferral / active EE | $7,582 | $6,923+9.5% | $6,182+22.6% | $6,400+18.5% |
| Admin fee / account holder | $5,470 | $10,471-47.8% | $8,698-37.1% | $11,426-52.1% |