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 | $131,966 | $190,805-30.8% | $159,960-17.5% | $134,475-1.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.73% | 552.23%-569.0pp | 408.60%-425.3pp | 417.96%-434.7pp |
| Employer contribution / active EE | $4,691 | $4,995-6.1% | $4,226+11.0% | $4,740-1.0% |
| Participant deferral / active EE | $6,643 | $6,923-4.0% | $6,182+7.5% | $6,400+3.8% |
| Admin fee / account holder | $13,515 | $10,471+29.1% | $8,698+55.4% | $11,426+18.3% |