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 | $72,862 | $92,703-21.4% | $82,719-11.9% | $134,475-45.8% |
| Participation rate | 90.5% | 75.2%+15.3pp | 72.6%+17.9pp | 81.2%+9.3pp |
| Annual return | -13.35% | 944.92%-958.3pp | 701.18%-714.5pp | 417.96%-431.3pp |
| Employer contribution / active EE | $5,319 | $3,274+62.5% | $3,009+76.8% | $4,740+12.2% |
| Participant deferral / active EE | $6,794 | $4,802+41.5% | $4,395+54.6% | $6,400+6.2% |
| Admin fee / account holder | $13,800 | $5,983+130.7% | $5,329+159.0% | $11,426+20.8% |