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 | $153,694 | $92,703+65.8% | $82,719+85.8% | $134,475+14.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.30% | 944.92%-961.2pp | 701.18%-717.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,988 | $3,274+21.8% | $3,009+32.6% | $4,740-15.9% |
| Participant deferral / active EE | $8,236 | $4,802+71.5% | $4,395+87.4% | $6,400+28.7% |
| Admin fee / account holder | $1,526 | $5,983-74.5% | $5,329-71.4% | $11,426-86.6% |