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 | $80,070 | $92,703-13.6% | $82,719-3.2% | $134,475-40.5% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -10.68% | 944.92%-955.6pp | 701.18%-711.9pp | 417.96%-428.6pp |
| Employer contribution / active EE | $5,347 | $3,274+63.3% | $3,009+77.7% | $4,740+12.8% |
| Participant deferral / active EE | $8,457 | $4,802+76.1% | $4,395+92.4% | $6,400+32.2% |
| Admin fee / account holder | $192,751 | $5,983+3121.9% | $5,329+3517.1% | $11,426+1587.0% |