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 | $101,608 | $106,543-4.6% | $91,220+11.4% | $134,475-24.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.94% | 160.60%-178.5pp | 114.01%-132.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $4,585 | $3,331+37.7% | $2,850+60.9% | $4,740-3.3% |
| Participant deferral / active EE | $10,881 | $4,719+130.6% | $4,234+157.0% | $6,400+70.0% |
| Admin fee / account holder | $5,018 | $6,231-19.5% | $5,420-7.4% | $11,426-56.1% |