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 | $107,868 | $190,805-43.5% | $159,960-32.6% | $134,475-19.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.32% | 552.23%-571.6pp | 408.60%-427.9pp | 417.96%-437.3pp |
| Employer contribution / active EE | $8,022 | $4,995+60.6% | $4,226+89.8% | $4,740+69.2% |
| Participant deferral / active EE | $14,005 | $6,923+102.3% | $6,182+126.5% | $6,400+118.8% |
| Admin fee / account holder | $86,907 | $10,471+730.0% | $8,698+899.2% | $11,426+660.6% |