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 | $71,684 | $88,594-19.1% | $70,092+2.3% | $134,475-46.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -15.15% | 442.67%-457.8pp | 190.73%-205.9pp | 417.96%-433.1pp |
| Employer contribution / active EE | $4,317 | $3,233+33.5% | $2,559+68.7% | $4,740-8.9% |
| Participant deferral / active EE | $1,424 | $4,772-70.2% | $3,849-63.0% | $6,400-77.7% |
| Admin fee / account holder | $13,066 | $10,441+25.1% | $6,267+108.5% | $11,426+14.4% |