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 | $38,870 | $190,805-79.6% | $159,960-75.7% | $134,475-71.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.79% | 552.23%-563.0pp | 408.60%-419.4pp | 417.96%-428.8pp |
| Employer contribution / active EE | $3,404 | $4,995-31.9% | $4,226-19.5% | $4,740-28.2% |
| Participant deferral / active EE | $5,578 | $6,923-19.4% | $6,182-9.8% | $6,400-12.8% |
| Admin fee / account holder | $5,965 | $10,471-43.0% | $8,698-31.4% | $11,426-47.8% |