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 | $80,348 | $190,805-57.9% | $159,960-49.8% | $134,475-40.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.62% | 552.23%-568.9pp | 408.60%-425.2pp | 417.96%-434.6pp |
| Employer contribution / active EE | $7,940 | $4,995+58.9% | $4,226+87.9% | $4,740+67.5% |
| Participant deferral / active EE | $2,186 | $6,923-68.4% | $6,182-64.6% | $6,400-65.8% |
| Admin fee / account holder | $6,896 | $10,471-34.1% | $8,698-20.7% | $11,426-39.6% |