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 | $90,892 | $138,065-34.2% | $123,544-26.4% | $135,375-32.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.81% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $10,806 | $5,151+109.8% | $4,628+133.5% | $4,779+126.1% |
| Participant deferral / active EE | $8,037 | $6,799+18.2% | $6,426+25.1% | $5,609+43.3% |
| Admin fee / account holder | $912 | $10,916-91.6% | $9,284-90.2% | $10,827-91.6% |