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 | $106,211 | $190,805-44.3% | $159,960-33.6% | $134,475-21.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.30% | 552.23%-562.5pp | 408.60%-418.9pp | 417.96%-428.3pp |
| Employer contribution / active EE | $2,623 | $4,995-47.5% | $4,226-37.9% | $4,740-44.7% |
| Participant deferral / active EE | $11,363 | $6,923+64.1% | $6,182+83.8% | $6,400+77.6% |
| Admin fee / account holder | $580 | $10,471-94.5% | $8,698-93.3% | $11,426-94.9% |