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 | $114,226 | $92,703+23.2% | $82,719+38.1% | $134,475-15.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.73% | 944.92%-953.7pp | 701.18%-709.9pp | 417.96%-426.7pp |
| Employer contribution / active EE | $3,109 | $3,274-5.0% | $3,009+3.3% | $4,740-34.4% |
| Participant deferral / active EE | $8,719 | $4,802+81.6% | $4,395+98.4% | $6,400+36.2% |
| Admin fee / account holder | $101,935 | $5,983+1603.9% | $5,329+1812.9% | $11,426+792.1% |