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 | $107,573 | $190,805-43.6% | $159,960-32.8% | $134,475-20.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.25% | 552.23%-570.5pp | 408.60%-426.9pp | 417.96%-436.2pp |
| Employer contribution / active EE | $857 | $4,995-82.8% | $4,226-79.7% | $4,740-81.9% |
| Participant deferral / active EE | $9,153 | $6,923+32.2% | $6,182+48.1% | $6,400+43.0% |
| Admin fee / account holder | $324 | $10,471-96.9% | $8,698-96.3% | $11,426-97.2% |