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 | $90,821 | $190,805-52.4% | $159,960-43.2% | $134,475-32.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.25% | 552.23%-566.5pp | 408.60%-422.9pp | 417.96%-432.2pp |
| Employer contribution / active EE | $3,003 | $4,995-39.9% | $4,226-28.9% | $4,740-36.6% |
| Participant deferral / active EE | $6,475 | $6,923-6.5% | $6,182+4.7% | $6,400+1.2% |
| Admin fee / account holder | $11,102 | $10,471+6.0% | $8,698+27.6% | $11,426-2.8% |