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 9-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 | $106,277 | $180,449-41.1% | $154,107-31.0% | $135,375-21.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.90% | 888.09%-896.0pp | 735.12%-743.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $4,019 | $6,035-33.4% | $5,298-24.1% | $4,779-15.9% |
| Participant deferral / active EE | $10,263 | $5,806+76.8% | $5,081+102.0% | $5,609+83.0% |
| Admin fee / account holder | $6,361 | $16,143-60.6% | $13,411-52.6% | $10,827-41.2% |