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 | $95,921 | $92,703+3.5% | $82,719+16.0% | $134,475-28.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.27% | 944.92%-961.2pp | 701.18%-717.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $9,142 | $3,274+179.2% | $3,009+203.8% | $4,740+92.9% |
| Participant deferral / active EE | $16,238 | $4,802+238.2% | $4,395+269.5% | $6,400+153.7% |
| Admin fee / account holder | $40,166 | $5,983+571.4% | $5,329+653.7% | $11,426+251.5% |