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 | $101,396 | $138,044-26.5% | $125,339-19.1% | $134,475-24.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.02% | 750.33%-768.3pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $4,039 | $5,243-23.0% | $4,814-16.1% | $4,740-14.8% |
| Participant deferral / active EE | $7,303 | $7,799-6.4% | $7,446-1.9% | $6,400+14.1% |
| Admin fee / account holder | $15,613 | $11,571+34.9% | $10,010+56.0% | $11,426+36.6% |