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 | $121,145 | $106,543+13.7% | $91,220+32.8% | $134,475-9.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.18% | 160.60%-177.8pp | 114.01%-131.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $307 | $3,331-90.8% | $2,850-89.2% | $4,740-93.5% |
| Participant deferral / active EE | $11,965 | $4,719+153.6% | $4,234+182.6% | $6,400+87.0% |
| Admin fee / account holder | $3,045 | $6,231-51.1% | $5,420-43.8% | $11,426-73.4% |