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 | $107,114 | $92,703+15.5% | $82,719+29.5% | $134,475-20.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.65% | 944.92%-957.6pp | 701.18%-713.8pp | 417.96%-430.6pp |
| Employer contribution / active EE | $5,221 | $3,274+59.5% | $3,009+73.5% | $4,740+10.2% |
| Participant deferral / active EE | $5,301 | $4,802+10.4% | $4,395+20.6% | $6,400-17.2% |
| Admin fee / account holder | $6,703 | $5,983+12.0% | $5,329+25.8% | $11,426-41.3% |