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 | $105,964 | $138,044-23.2% | $125,339-15.5% | $134,475-21.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.36% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,478 | $5,243-71.8% | $4,814-69.3% | $4,740-68.8% |
| Participant deferral / active EE | $11,667 | $7,799+49.6% | $7,446+56.7% | $6,400+82.3% |
| Admin fee / account holder | $12,318 | $11,571+6.5% | $10,010+23.1% | $11,426+7.8% |