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 | $107,869 | $106,543+1.2% | $91,220+18.3% | $134,475-19.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.91% | 160.60%-177.5pp | 114.01%-130.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,226 | $3,331-3.1% | $2,850+13.2% | $4,740-31.9% |
| Participant deferral / active EE | $9,316 | $4,719+97.4% | $4,234+120.1% | $6,400+45.6% |
| Admin fee / account holder | $15,091 | $6,231+142.2% | $5,420+178.4% | $11,426+32.1% |