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 | $118,031 | $99,640+18.5% | $86,436+36.6% | $134,475-12.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.87% | 6782.58%-6798.4pp | 4394.89%-4410.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $19,183 | $7,246+164.7% | $6,952+176.0% | $6,400+199.7% |
| Admin fee / account holder | $4,970 | $8,371-40.6% | $6,731-26.2% | $11,426-56.5% |