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 5-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 | $83,304 | $84,402-1.3% | $61,373+35.7% | $134,475-38.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.81% | 584.55%-601.4pp | 338.61%-355.4pp | 417.96%-434.8pp |
| Employer contribution / active EE | $5,877 | $1,544+280.5% | $1,159+406.9% | $4,740+24.0% |
| Participant deferral / active EE | $6,545 | $2,819+132.2% | $2,125+208.0% | $6,400+2.3% |
| Admin fee / account holder | $1,735 | $2,585-32.9% | $2,130-18.5% | $11,426-84.8% |