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 | $240,492 | $190,805+26.0% | $159,960+50.3% | $134,475+78.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.53% | 552.23%-569.8pp | 408.60%-426.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,538 | $4,995-69.2% | $4,226-63.6% | $4,740-67.5% |
| Participant deferral / active EE | $5,939 | $6,923-14.2% | $6,182-3.9% | $6,400-7.2% |
| Admin fee / account holder | $1,639 | $10,471-84.4% | $8,698-81.2% | $11,426-85.7% |