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 | $83,341 | $92,703-10.1% | $82,719+0.8% | $134,475-38.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.60% | 944.92%-956.5pp | 701.18%-712.8pp | 417.96%-429.6pp |
| Employer contribution / active EE | $7,787 | $3,274+137.9% | $3,009+158.8% | $4,740+64.3% |
| Participant deferral / active EE | $3,011 | $4,802-37.3% | $4,395-31.5% | $6,400-52.9% |
| Admin fee / account holder | $16,405 | $5,983+174.2% | $5,329+207.8% | $11,426+43.6% |