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 | $104,536 | $84,402+23.9% | $61,373+70.3% | $134,475-22.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -19.80% | 584.55%-604.3pp | 338.61%-358.4pp | 417.96%-437.8pp |
| Employer contribution / active EE | $8,264 | $1,544+435.1% | $1,159+612.8% | $4,740+74.4% |
| Participant deferral / active EE | $5,798 | $2,819+105.7% | $2,125+172.8% | $6,400-9.4% |
| Admin fee / account holder | $1,874 | $2,585-27.5% | $2,130-12.0% | $11,426-83.6% |