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 | $140,624 | $152,509-7.8% | $117,472+19.7% | $134,475+4.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.92% | 52.99%-67.9pp | 29.74%-44.7pp | 417.96%-432.9pp |
| Employer contribution / active EE | $7,500 | $5,571+34.6% | $4,176+79.6% | $4,740+58.2% |
| Participant deferral / active EE | $11,119 | $4,818+130.8% | $4,070+173.2% | $6,400+73.7% |
| Admin fee / account holder | $1,081 | $7,004-84.6% | $5,645-80.9% | $11,426-90.5% |