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 | $116,669 | $88,594+31.7% | $70,092+66.5% | $134,475-13.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -8.70% | 442.67%-451.4pp | 190.73%-199.4pp | 417.96%-426.7pp |
| Employer contribution / active EE | $5,097 | $3,233+57.7% | $2,559+99.2% | $4,740+7.5% |
| Participant deferral / active EE | $2,168 | $4,772-54.6% | $3,849-43.7% | $6,400-66.1% |
| Admin fee / account holder | $2,560 | $10,441-75.5% | $6,267-59.2% | $11,426-77.6% |