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 | $95,910 | $92,703+3.5% | $82,719+15.9% | $134,475-28.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.65% | 944.92%-958.6pp | 701.18%-714.8pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,773 | $3,274-15.3% | $3,009-7.9% | $4,740-41.5% |
| Participant deferral / active EE | $11,207 | $4,802+133.4% | $4,395+155.0% | $6,400+75.1% |
| Admin fee / account holder | $433 | $5,983-92.8% | $5,329-91.9% | $11,426-96.2% |