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 | $87,305 | $106,543-18.1% | $91,220-4.3% | $134,475-35.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.51% | 160.60%-176.1pp | 114.01%-129.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $4,159 | $3,331+24.9% | $2,850+45.9% | $4,740-12.3% |
| Participant deferral / active EE | $13,524 | $4,719+186.6% | $4,234+219.4% | $6,400+111.3% |
| Admin fee / account holder | $81,772 | $6,231+1212.4% | $5,420+1408.8% | $11,426+615.7% |