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 | $93,834 | $92,703+1.2% | $82,719+13.4% | $134,475-30.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -17.74% | 944.92%-962.7pp | 701.18%-718.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $4,069 | $3,274+24.3% | $3,009+35.2% | $4,740-14.2% |
| Participant deferral / active EE | $10,520 | $4,802+119.1% | $4,395+139.4% | $6,400+64.4% |
| Admin fee / account holder | $457 | $5,983-92.4% | $5,329-91.4% | $11,426-96.0% |