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 | $73,811 | $88,594-16.7% | $70,092+5.3% | $134,475-45.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.65% | 442.67%-459.3pp | 190.73%-207.4pp | 417.96%-434.6pp |
| Employer contribution / active EE | $12,736 | $3,233+294.0% | $2,559+397.7% | $4,740+168.7% |
| Participant deferral / active EE | $6,556 | $4,772+37.4% | $3,849+70.3% | $6,400+2.4% |
| Admin fee / account holder | $454 | $10,441-95.6% | $6,267-92.8% | $11,426-96.0% |