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 | $86,721 | $92,703-6.5% | $82,719+4.8% | $134,475-35.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -4.65% | 944.92%-949.6pp | 701.18%-705.8pp | 417.96%-422.6pp |
| Employer contribution / active EE | $9,564 | $3,274+192.1% | $3,009+217.9% | $4,740+101.8% |
| Participant deferral / active EE | $2,578 | $4,802-46.3% | $4,395-41.4% | $6,400-59.7% |
| Admin fee / account holder | $172,319 | $5,983+2780.4% | $5,329+3133.7% | $11,426+1408.1% |