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 | $35,299 | $106,543-66.9% | $91,220-61.3% | $134,475-73.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.87% | 160.60%-174.5pp | 114.01%-127.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,975 | $3,331-40.7% | $2,850-30.7% | $4,740-58.3% |
| Participant deferral / active EE | $3,377 | $4,719-28.4% | $4,234-20.2% | $6,400-47.2% |
| Admin fee / account holder | $649 | $6,231-89.6% | $5,420-88.0% | $11,426-94.3% |