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 | $58,104 | $152,509-61.9% | $117,472-50.5% | $134,475-56.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -1.67% | 52.99%-54.7pp | 29.74%-31.4pp | 417.96%-419.6pp |
| Employer contribution / active EE | $15,108 | $5,571+171.2% | $4,176+261.8% | $4,740+218.8% |
| Participant deferral / active EE | $8,812 | $4,818+82.9% | $4,070+116.5% | $6,400+37.7% |
| Admin fee / account holder | $3,714 | $7,004-47.0% | $5,645-34.2% | $11,426-67.5% |