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 | $90,827 | $92,703-2.0% | $82,719+9.8% | $134,475-32.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.45% | 944.92%-959.4pp | 701.18%-715.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,849 | $3,274-43.5% | $3,009-38.6% | $4,740-61.0% |
| Participant deferral / active EE | $7,398 | $4,802+54.1% | $4,395+68.3% | $6,400+15.6% |
| Admin fee / account holder | $1,056 | $5,983-82.4% | $5,329-80.2% | $11,426-90.8% |