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 | $103,231 | $106,543-3.1% | $91,220+13.2% | $134,475-23.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.69% | 160.60%-177.3pp | 114.01%-130.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,561 | $3,331-23.1% | $2,850-10.1% | $4,740-46.0% |
| Participant deferral / active EE | $4,002 | $4,719-15.2% | $4,234-5.5% | $6,400-37.5% |
| Admin fee / account holder | $1,616 | $6,231-74.1% | $5,420-70.2% | $11,426-85.9% |