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 | $127,159 | $92,703+37.2% | $82,719+53.7% | $134,475-5.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.49% | 944.92%-960.4pp | 701.18%-716.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,275 | $3,274-30.5% | $3,009-24.4% | $4,740-52.0% |
| Participant deferral / active EE | $8,268 | $4,802+72.2% | $4,395+88.1% | $6,400+29.2% |
| Admin fee / account holder | $647 | $5,983-89.2% | $5,329-87.9% | $11,426-94.3% |