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 | $69,109 | $84,402-18.1% | $61,373+12.6% | $134,475-48.6% |
| Participation rate | 71.4% | 62.2%+9.2pp | 52.6%+18.9pp | 81.2%-9.8pp |
| Annual return | -11.69% | 584.55%-596.2pp | 338.61%-350.3pp | 417.96%-429.7pp |
| Employer contribution / active EE | $5,319 | $1,544+244.4% | $1,159+358.8% | $4,740+12.2% |
| Participant deferral / active EE | $1,617 | $2,819-42.6% | $2,125-23.9% | $6,400-74.7% |
| Admin fee / account holder | $115,569 | $2,585+4370.4% | $2,130+5326.6% | $11,426+911.5% |