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 | $179,033 | $190,805-6.2% | $159,960+11.9% | $134,475+33.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.22% | 552.23%-568.5pp | 408.60%-424.8pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,416 | $4,995-71.7% | $4,226-66.5% | $4,740-70.1% |
| Participant deferral / active EE | $1,883 | $6,923-72.8% | $6,182-69.5% | $6,400-70.6% |
| Admin fee / account holder | $918 | $10,471-91.2% | $8,698-89.4% | $11,426-92.0% |