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 | $117,361 | $190,805-38.5% | $159,960-26.6% | $134,475-12.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -1.68% | 552.23%-553.9pp | 408.60%-410.3pp | 417.96%-419.6pp |
| Employer contribution / active EE | $3,975 | $4,995-20.4% | $4,226-5.9% | $4,740-16.1% |
| Participant deferral / active EE | $13,500 | $6,923+95.0% | $6,182+118.4% | $6,400+110.9% |
| Admin fee / account holder | $5,501 | $10,471-47.5% | $8,698-36.8% | $11,426-51.9% |