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 | $95,276 | $92,703+2.8% | $82,719+15.2% | $134,475-29.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.89% | 944.92%-958.8pp | 701.18%-715.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,290 | $3,274-30.1% | $3,009-23.9% | $4,740-51.7% |
| Participant deferral / active EE | $2,420 | $4,802-49.6% | $4,395-44.9% | $6,400-62.2% |
| Admin fee / account holder | $2,896 | $5,983-51.6% | $5,329-45.7% | $11,426-74.7% |