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 | $152,580 | $190,805-20.0% | $159,960-4.6% | $134,475+13.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.36% | 552.23%-571.6pp | 408.60%-428.0pp | 417.96%-437.3pp |
| Employer contribution / active EE | $902 | $4,995-81.9% | $4,226-78.6% | $4,740-81.0% |
| Participant deferral / active EE | $9,341 | $6,923+34.9% | $6,182+51.1% | $6,400+46.0% |
| Admin fee / account holder | $530 | $10,471-94.9% | $8,698-93.9% | $11,426-95.4% |