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 | $96,556 | $190,805-49.4% | $159,960-39.6% | $134,475-28.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.27% | 552.23%-569.5pp | 408.60%-425.9pp | 417.96%-435.2pp |
| Employer contribution / active EE | $8,436 | $4,995+68.9% | $4,226+99.6% | $4,740+78.0% |
| Participant deferral / active EE | $5,586 | $6,923-19.3% | $6,182-9.6% | $6,400-12.7% |
| Admin fee / account holder | $1,530 | $10,471-85.4% | $8,698-82.4% | $11,426-86.6% |