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 | $96,103 | $106,543-9.8% | $91,220+5.4% | $134,475-28.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.25% | 160.60%-177.8pp | 114.01%-131.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $8,748 | $3,331+162.7% | $2,850+206.9% | $4,740+84.6% |
| Participant deferral / active EE | $7,253 | $4,719+53.7% | $4,234+71.3% | $6,400+13.3% |
| Admin fee / account holder | $4,896 | $6,231-21.4% | $5,420-9.7% | $11,426-57.1% |