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 | $21,874 | $190,805-88.5% | $159,960-86.3% | $134,475-83.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.38% | 552.23%-568.6pp | 408.60%-425.0pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,825 | $4,995-23.4% | $4,226-9.5% | $4,740-19.3% |
| Participant deferral / active EE | $5,200 | $6,923-24.9% | $6,182-15.9% | $6,400-18.7% |
| Admin fee / account holder | $1,326 | $10,471-87.3% | $8,698-84.8% | $11,426-88.4% |