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 | $150,403 | $190,805-21.2% | $159,960-6.0% | $134,475+11.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.10% | 552.23%-564.3pp | 408.60%-420.7pp | 417.96%-430.1pp |
| Employer contribution / active EE | $9,959 | $4,995+99.4% | $4,226+135.7% | $4,740+110.1% |
| Participant deferral / active EE | $4,237 | $6,923-38.8% | $6,182-31.5% | $6,400-33.8% |
| Admin fee / account holder | $1,574 | $10,471-85.0% | $8,698-81.9% | $11,426-86.2% |