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 | $107,317 | $92,703+15.8% | $82,719+29.7% | $134,475-20.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.63% | 944.92%-959.6pp | 701.18%-715.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,597 | $3,274-20.7% | $3,009-13.7% | $4,740-45.2% |
| Participant deferral / active EE | $4,751 | $4,802-1.1% | $4,395+8.1% | $6,400-25.8% |
| Admin fee / account holder | $663 | $5,983-88.9% | $5,329-87.6% | $11,426-94.2% |