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 | $129,692 | $92,703+39.9% | $82,719+56.8% | $134,475-3.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.93% | 944.92%-964.9pp | 701.18%-721.1pp | 417.96%-437.9pp |
| Employer contribution / active EE | $8,470 | $3,274+158.7% | $3,009+181.5% | $4,740+78.7% |
| Participant deferral / active EE | $18,616 | $4,802+287.7% | $4,395+323.6% | $6,400+190.9% |
| Admin fee / account holder | $6,136 | $5,983+2.6% | $5,329+15.1% | $11,426-46.3% |