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 | $162,757 | $190,805-14.7% | $159,960+1.7% | $134,475+21.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.88% | 552.23%-570.1pp | 408.60%-426.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,755 | $4,995-24.8% | $4,226-11.1% | $4,740-20.8% |
| Participant deferral / active EE | $15,490 | $6,923+123.7% | $6,182+150.5% | $6,400+142.0% |
| Admin fee / account holder | $2,062 | $10,471-80.3% | $8,698-76.3% | $11,426-82.0% |