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 | $99,976 | $138,065-27.6% | $123,544-19.1% | $135,375-26.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.03% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $5,143 | $5,151-0.2% | $4,628+11.1% | $4,779+7.6% |
| Participant deferral / active EE | $14,525 | $6,799+113.6% | $6,426+126.1% | $5,609+159.0% |
| Admin fee / account holder | $12,031 | $10,916+10.2% | $9,284+29.6% | $10,827+11.1% |