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 | $40,523 | $190,805-78.8% | $159,960-74.7% | $134,475-69.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.41% | 552.23%-569.6pp | 408.60%-426.0pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,820 | $4,995-23.5% | $4,226-9.6% | $4,740-19.4% |
| Participant deferral / active EE | $6,674 | $6,923-3.6% | $6,182+7.9% | $6,400+4.3% |
| Admin fee / account holder | $2,662 | $10,471-74.6% | $8,698-69.4% | $11,426-76.7% |