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 | $108,542 | $138,065-21.4% | $123,544-12.1% | $135,375-19.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.24% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $14,395 | $5,151+179.4% | $4,628+211.1% | $4,779+201.2% |
| Participant deferral / active EE | $16,250 | $6,799+139.0% | $6,426+152.9% | $5,609+189.7% |
| Admin fee / account holder | $2,394 | $10,916-78.1% | $9,284-74.2% | $10,827-77.9% |