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 | $101,471 | $152,509-33.5% | $117,472-13.6% | $134,475-24.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.86% | 52.99%-72.9pp | 29.74%-49.6pp | 417.96%-437.8pp |
| Employer contribution / active EE | $7,349 | $5,571+31.9% | $4,176+76.0% | $4,740+55.1% |
| Participant deferral / active EE | $13,280 | $4,818+175.6% | $4,070+226.3% | $6,400+107.5% |
| Admin fee / account holder | $24,250 | $7,004+246.2% | $5,645+329.6% | $11,426+112.2% |