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 | $110,766 | $138,065-19.8% | $123,544-10.3% | $135,375-18.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.08% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.8pp |
| Employer contribution / active EE | $18,104 | $5,151+251.4% | $4,628+291.2% | $4,779+278.8% |
| Participant deferral / active EE | $20,282 | $6,799+198.3% | $6,426+215.6% | $5,609+261.6% |
| Admin fee / account holder | $17,820 | $10,916+63.3% | $9,284+91.9% | $10,827+64.6% |