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 | $97,777 | $138,065-29.2% | $123,544-20.9% | $135,375-27.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.05% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $16,683 | $5,151+223.9% | $4,628+260.5% | $4,779+249.1% |
| Participant deferral / active EE | $20,353 | $6,799+199.3% | $6,426+216.8% | $5,609+262.9% |
| Admin fee / account holder | $11,747 | $10,916+7.6% | $9,284+26.5% | $10,827+8.5% |