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 | $103,570 | $92,703+11.7% | $82,719+25.2% | $134,475-23.0% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -19.01% | 944.92%-963.9pp | 701.18%-720.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $4,000 | $3,274+22.2% | $3,009+32.9% | $4,740-15.6% |
| Participant deferral / active EE | $6,458 | $4,802+34.5% | $4,395+46.9% | $6,400+0.9% |
| Admin fee / account holder | $712 | $5,983-88.1% | $5,329-86.6% | $11,426-93.8% |