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 | $111,123 | $92,703+19.9% | $82,719+34.3% | $134,475-17.4% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -12.99% | 944.92%-957.9pp | 701.18%-714.2pp | 417.96%-431.0pp |
| Employer contribution / active EE | $9,992 | $3,274+205.2% | $3,009+232.1% | $4,740+110.8% |
| Participant deferral / active EE | $2,389 | $4,802-50.3% | $4,395-45.6% | $6,400-62.7% |
| Admin fee / account holder | $7,602 | $5,983+27.1% | $5,329+42.7% | $11,426-33.5% |