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 5-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 | $64,412 | $190,805-66.2% | $159,960-59.7% | $134,475-52.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -9.88% | 552.23%-562.1pp | 408.60%-418.5pp | 417.96%-427.8pp |
| Employer contribution / active EE | $12,500 | $4,995+150.2% | $4,226+195.8% | $4,740+163.7% |
| Participant deferral / active EE | $10,296 | $6,923+48.7% | $6,182+66.5% | $6,400+60.9% |
| Admin fee / account holder | $489 | $10,471-95.3% | $8,698-94.4% | $11,426-95.7% |