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 | $103,421 | $180,449-42.7% | $154,107-32.9% | $135,375-23.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.07% | 888.09%-894.2pp | 735.12%-741.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $4,982 | $6,035-17.4% | $5,298-6.0% | $4,779+4.3% |
| Participant deferral / active EE | $10,894 | $5,806+87.6% | $5,081+114.4% | $5,609+94.2% |
| Admin fee / account holder | $25,642 | $16,143+58.8% | $13,411+91.2% | $10,827+136.8% |