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 | $104,060 | $133,958-22.3% | $112,228-7.3% | $134,475-22.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.83% | 47.11%-64.9pp | 27.45%-45.3pp | 417.96%-435.8pp |
| Employer contribution / active EE | $13,933 | $4,038+245.0% | $3,635+283.3% | $4,740+194.0% |
| Participant deferral / active EE | $1,834 | $5,291-65.3% | $4,728-61.2% | $6,400-71.3% |
| Admin fee / account holder | $169,295 | $7,489+2160.7% | $6,410+2541.1% | $11,426+1381.7% |