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 | $93,600 | $106,543-12.1% | $91,220+2.6% | $134,475-30.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.54% | 160.60%-181.1pp | 114.01%-134.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $3,264 | $3,331-2.0% | $2,850+14.5% | $4,740-31.1% |
| Participant deferral / active EE | $4,661 | $4,719-1.2% | $4,234+10.1% | $6,400-27.2% |
| Admin fee / account holder | $30,132 | $6,231+383.6% | $5,420+456.0% | $11,426+163.7% |