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 | $121,293 | $190,805-36.4% | $159,960-24.2% | $134,475-9.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -11.43% | 552.23%-563.7pp | 408.60%-420.0pp | 417.96%-429.4pp |
| Employer contribution / active EE | $3,299 | $4,995-34.0% | $4,226-21.9% | $4,740-30.4% |
| Participant deferral / active EE | $13,418 | $6,923+93.8% | $6,182+117.0% | $6,400+109.7% |
| Admin fee / account holder | $72,498 | $10,471+592.4% | $8,698+733.5% | $11,426+534.5% |