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 | $99,365 | $152,509-34.8% | $117,472-15.4% | $134,475-26.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -8.54% | 52.99%-61.5pp | 29.74%-38.3pp | 417.96%-426.5pp |
| Employer contribution / active EE | $9,196 | $5,571+65.1% | $4,176+120.2% | $4,740+94.0% |
| Participant deferral / active EE | $8,100 | $4,818+68.1% | $4,070+99.0% | $6,400+26.6% |
| Admin fee / account holder | $410 | $7,004-94.1% | $5,645-92.7% | $11,426-96.4% |