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 | $65,217 | $190,805-65.8% | $159,960-59.2% | $134,475-51.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.77% | 552.23%-571.0pp | 408.60%-427.4pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,480 | $4,995-70.4% | $4,226-65.0% | $4,740-68.8% |
| Participant deferral / active EE | $2,525 | $6,923-63.5% | $6,182-59.2% | $6,400-60.5% |
| Admin fee / account holder | $6,583 | $10,471-37.1% | $8,698-24.3% | $11,426-42.4% |