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 | $102,770 | $92,703+10.9% | $82,719+24.2% | $134,475-23.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -16.62% | 944.92%-961.5pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $10,989 | $3,274+235.7% | $3,009+265.2% | $4,740+131.9% |
| Participant deferral / active EE | $12,172 | $4,802+153.5% | $4,395+177.0% | $6,400+90.2% |
| Admin fee / account holder | $4,313 | $5,983-27.9% | $5,329-19.1% | $11,426-62.3% |