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 | $103,665 | $106,543-2.7% | $91,220+13.6% | $134,475-22.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -12.13% | 160.60%-172.7pp | 114.01%-126.1pp | 417.96%-430.1pp |
| Employer contribution / active EE | $2,885 | $3,331-13.4% | $2,850+1.2% | $4,740-39.1% |
| Participant deferral / active EE | $5,296 | $4,719+12.2% | $4,234+25.1% | $6,400-17.3% |
| Admin fee / account holder | $1,209 | $6,231-80.6% | $5,420-77.7% | $11,426-89.4% |