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 | $97,807 | $190,805-48.7% | $159,960-38.9% | $134,475-27.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.54% | 552.23%-562.8pp | 408.60%-419.1pp | 417.96%-428.5pp |
| Employer contribution / active EE | $3,666 | $4,995-26.6% | $4,226-13.3% | $4,740-22.7% |
| Participant deferral / active EE | $9,375 | $6,923+35.4% | $6,182+51.6% | $6,400+46.5% |
| Admin fee / account holder | $7,737 | $10,471-26.1% | $8,698-11.0% | $11,426-32.3% |