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 8-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 | $98,220 | $92,703+6.0% | $82,719+18.7% | $134,475-27.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.39% | 944.92%-961.3pp | 701.18%-717.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $6,583 | $3,274+101.1% | $3,009+118.8% | $4,740+38.9% |
| Participant deferral / active EE | $4,474 | $4,802-6.8% | $4,395+1.8% | $6,400-30.1% |
| Admin fee / account holder | $27,545 | $5,983+360.4% | $5,329+416.9% | $11,426+141.1% |