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 | $103,146 | $106,543-3.2% | $91,220+13.1% | $134,475-23.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.78% | 160.60%-174.4pp | 114.01%-127.8pp | 417.96%-431.7pp |
| Employer contribution / active EE | $4,967 | $3,331+49.1% | $2,850+74.3% | $4,740+4.8% |
| Participant deferral / active EE | $1,776 | $4,719-62.4% | $4,234-58.0% | $6,400-72.2% |
| Admin fee / account holder | $1,119 | $6,231-82.0% | $5,420-79.3% | $11,426-90.2% |