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 | $99,111 | $92,703+6.9% | $82,719+19.8% | $134,475-26.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.71% | 944.92%-956.6pp | 701.18%-712.9pp | 417.96%-429.7pp |
| Employer contribution / active EE | $3,902 | $3,274+19.2% | $3,009+29.7% | $4,740-17.7% |
| Participant deferral / active EE | $3,902 | $4,802-18.7% | $4,395-11.2% | $6,400-39.0% |
| Admin fee / account holder | $2,306 | $5,983-61.5% | $5,329-56.7% | $11,426-79.8% |