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 | $100,578 | $106,543-5.6% | $91,220+10.3% | $134,475-25.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.17% | 160.60%-178.8pp | 114.01%-132.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $4,008 | $3,331+20.4% | $2,850+40.6% | $4,740-15.4% |
| Participant deferral / active EE | $6,013 | $4,719+27.4% | $4,234+42.0% | $6,400-6.0% |
| Admin fee / account holder | $4,918 | $6,231-21.1% | $5,420-9.3% | $11,426-57.0% |