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 | $65,694 | $190,805-65.6% | $159,960-58.9% | $134,475-51.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.46% | 552.23%-566.7pp | 408.60%-423.1pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,548 | $4,995-49.0% | $4,226-39.7% | $4,740-46.2% |
| Participant deferral / active EE | $4,434 | $6,923-36.0% | $6,182-28.3% | $6,400-30.7% |
| Admin fee / account holder | $6,670 | $10,471-36.3% | $8,698-23.3% | $11,426-41.6% |