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 | $83,024 | $92,703-10.4% | $82,719+0.4% | $134,475-38.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.20% | 944.92%-957.1pp | 701.18%-713.4pp | 417.96%-430.2pp |
| Employer contribution / active EE | $3,353 | $3,274+2.4% | $3,009+11.4% | $4,740-29.3% |
| Participant deferral / active EE | $7,441 | $4,802+55.0% | $4,395+69.3% | $6,400+16.3% |
| Admin fee / account holder | $2,197 | $5,983-63.3% | $5,329-58.8% | $11,426-80.8% |