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 | $106,095 | $92,703+14.4% | $82,719+28.3% | $134,475-21.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.72% | 944.92%-959.6pp | 701.18%-715.9pp | 417.96%-432.7pp |
| Employer contribution / active EE | $5,789 | $3,274+76.8% | $3,009+92.4% | $4,740+22.1% |
| Participant deferral / active EE | $6,545 | $4,802+36.3% | $4,395+48.9% | $6,400+2.3% |
| Admin fee / account holder | $4,905 | $5,983-18.0% | $5,329-8.0% | $11,426-57.1% |