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 | $119,307 | $160,055-25.5% | $140,016-14.8% | $135,375-11.9% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -6.26% | 911.38%-917.6pp | 651.12%-657.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $8,287 | $6,420+29.1% | $5,606+47.8% | $4,779+73.4% |
| Participant deferral / active EE | $9,139 | $7,642+19.6% | $6,927+31.9% | $5,609+62.9% |
| Admin fee / account holder | $14,896 | $13,328+11.8% | $10,705+39.1% | $10,827+37.6% |