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 | $73,101 | $92,703-21.1% | $82,719-11.6% | $134,475-45.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.60% | 944.92%-961.5pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $6,142 | $3,274+87.6% | $3,009+104.1% | $4,740+29.6% |
| Participant deferral / active EE | $11,169 | $4,802+132.6% | $4,395+154.1% | $6,400+74.5% |
| Admin fee / account holder | $11,255 | $5,983+88.1% | $5,329+111.2% | $11,426-1.5% |