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 | $125,605 | $88,594+41.8% | $70,092+79.2% | $134,475-6.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.52% | 442.67%-459.2pp | 190.73%-207.3pp | 417.96%-434.5pp |
| Employer contribution / active EE | $4,461 | $3,233+38.0% | $2,559+74.3% | $4,740-5.9% |
| Participant deferral / active EE | $12,059 | $4,772+152.7% | $3,849+213.3% | $6,400+88.4% |
| Admin fee / account holder | $2,034 | $10,441-80.5% | $6,267-67.5% | $11,426-82.2% |