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 | $84,325 | $92,703-9.0% | $82,719+1.9% | $134,475-37.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.18% | 944.92%-959.1pp | 701.18%-715.4pp | 417.96%-432.1pp |
| Employer contribution / active EE | $6,887 | $3,274+110.4% | $3,009+128.9% | $4,740+45.3% |
| Participant deferral / active EE | $8,646 | $4,802+80.1% | $4,395+96.7% | $6,400+35.1% |
| Admin fee / account holder | $586 | $5,983-90.2% | $5,329-89.0% | $11,426-94.9% |