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 | $120,883 | $190,805-36.6% | $159,960-24.4% | $134,475-10.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.17% | 552.23%-569.4pp | 408.60%-425.8pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,660 | $4,995-46.8% | $4,226-37.1% | $4,740-43.9% |
| Participant deferral / active EE | $7,739 | $6,923+11.8% | $6,182+25.2% | $6,400+20.9% |
| Admin fee / account holder | $5,179 | $10,471-50.5% | $8,698-40.5% | $11,426-54.7% |