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 | $110,589 | $147,727-25.1% | $115,756-4.5% | $134,475-17.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -10.56% | 73.96%-84.5pp | 143.14%-153.7pp | 417.96%-428.5pp |
| Employer contribution / active EE | $6,089 | $4,713+29.2% | $3,793+60.5% | $4,740+28.5% |
| Participant deferral / active EE | $0 | $7,563-100.0% | $6,254-100.0% | $6,400-100.0% |
| Admin fee / account holder | $32,485 | $14,571+123.0% | $8,124+299.8% | $11,426+184.3% |