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 | $61,171 | $106,543-42.6% | $91,220-32.9% | $134,475-54.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -8.47% | 160.60%-169.1pp | 114.01%-122.5pp | 417.96%-426.4pp |
| Employer contribution / active EE | $16,418 | $3,331+393.0% | $2,850+476.0% | $4,740+246.4% |
| Participant deferral / active EE | $5,669 | $4,719+20.1% | $4,234+33.9% | $6,400-11.4% |
| Admin fee / account holder | $12,689 | $6,231+103.7% | $5,420+134.1% | $11,426+11.1% |