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 | $99,816 | $92,703+7.7% | $82,719+20.7% | $134,475-25.8% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -19.10% | 944.92%-964.0pp | 701.18%-720.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $10,167 | $3,274+210.5% | $3,009+237.9% | $4,740+114.5% |
| Participant deferral / active EE | $17,322 | $4,802+260.7% | $4,395+294.1% | $6,400+170.7% |
| Admin fee / account holder | $1,108 | $5,983-81.5% | $5,329-79.2% | $11,426-90.3% |