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 | $168,167 | $106,543+57.8% | $91,220+84.4% | $134,475+25.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.02% | 160.60%-174.6pp | 114.01%-128.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $13,599 | $3,331+308.3% | $2,850+377.1% | $4,740+186.9% |
| Participant deferral / active EE | $8,088 | $4,719+71.4% | $4,234+91.0% | $6,400+26.4% |
| Admin fee / account holder | $1,168 | $6,231-81.3% | $5,420-78.5% | $11,426-89.8% |