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 | $101,504 | $92,703+9.5% | $82,719+22.7% | $134,475-24.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.42% | 944.92%-955.3pp | 701.18%-711.6pp | 417.96%-428.4pp |
| Employer contribution / active EE | $4,990 | $3,274+52.4% | $3,009+65.8% | $4,740+5.3% |
| Participant deferral / active EE | $2,871 | $4,802-40.2% | $4,395-34.7% | $6,400-55.1% |
| Admin fee / account holder | $2,264 | $5,983-62.2% | $5,329-57.5% | $11,426-80.2% |