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 | $123,253 | $190,805-35.4% | $159,960-22.9% | $134,475-8.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.16% | 552.23%-570.4pp | 408.60%-426.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $10,451 | $4,995+109.2% | $4,226+147.3% | $4,740+120.5% |
| Participant deferral / active EE | $13,914 | $6,923+101.0% | $6,182+125.1% | $6,400+117.4% |
| Admin fee / account holder | $2,948 | $10,471-71.8% | $8,698-66.1% | $11,426-74.2% |