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 | $115,981 | $92,703+25.1% | $82,719+40.2% | $134,475-13.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.76% | 944.92%-959.7pp | 701.18%-715.9pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,613 | $3,274-50.7% | $3,009-46.4% | $4,740-66.0% |
| Participant deferral / active EE | $11,200 | $4,802+133.2% | $4,395+154.8% | $6,400+75.0% |
| Admin fee / account holder | $2,318 | $5,983-61.3% | $5,329-56.5% | $11,426-79.7% |