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 | $167,227 | $88,594+88.8% | $70,092+138.6% | $134,475+24.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -10.58% | 442.67%-453.2pp | 190.73%-201.3pp | 417.96%-428.5pp |
| Employer contribution / active EE | $1,911 | $3,233-40.9% | $2,559-25.3% | $4,740-59.7% |
| Participant deferral / active EE | $4,095 | $4,772-14.2% | $3,849+6.4% | $6,400-36.0% |
| Admin fee / account holder | $314 | $10,441-97.0% | $6,267-95.0% | $11,426-97.3% |