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 | $25,321 | $190,805-86.7% | $159,960-84.2% | $134,475-81.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.26% | 552.23%-565.5pp | 408.60%-421.9pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,701 | $4,995-45.9% | $4,226-36.1% | $4,740-43.0% |
| Participant deferral / active EE | $3,461 | $6,923-50.0% | $6,182-44.0% | $6,400-45.9% |
| Admin fee / account holder | $4,114 | $10,471-60.7% | $8,698-52.7% | $11,426-64.0% |