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 | $36,855 | $138,065-73.3% | $123,544-70.2% | $135,375-72.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.34% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $11,186 | $5,151+117.1% | $4,628+141.7% | $4,779+134.1% |
| Participant deferral / active EE | $21,225 | $6,799+212.2% | $6,426+230.3% | $5,609+278.4% |
| Admin fee / account holder | $14,415 | $10,916+32.1% | $9,284+55.3% | $10,827+33.1% |