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 | $101,367 | $106,543-4.9% | $91,220+11.1% | $134,475-24.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -6.71% | 160.60%-167.3pp | 114.01%-120.7pp | 417.96%-424.7pp |
| Employer contribution / active EE | $4,039 | $3,331+21.3% | $2,850+41.7% | $4,740-14.8% |
| Participant deferral / active EE | $1,883 | $4,719-60.1% | $4,234-55.5% | $6,400-70.6% |
| Admin fee / account holder | $3,324 | $6,231-46.6% | $5,420-38.7% | $11,426-70.9% |