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 | $99,915 | $92,703+7.8% | $82,719+20.8% | $134,475-25.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.35% | 944.92%-962.3pp | 701.18%-718.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,809 | $3,274-14.2% | $3,009-6.6% | $4,740-40.7% |
| Participant deferral / active EE | $7,068 | $4,802+47.2% | $4,395+60.8% | $6,400+10.4% |
| Admin fee / account holder | $1,649 | $5,983-72.4% | $5,329-69.0% | $11,426-85.6% |