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 | $103,880 | $92,703+12.1% | $82,719+25.6% | $134,475-22.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.56% | 944.92%-962.5pp | 701.18%-718.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $8,483 | $3,274+159.1% | $3,009+181.9% | $4,740+79.0% |
| Participant deferral / active EE | $7,287 | $4,802+51.7% | $4,395+65.8% | $6,400+13.9% |
| Admin fee / account holder | $669 | $5,983-88.8% | $5,329-87.5% | $11,426-94.1% |