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 | $132,201 | $84,402+56.6% | $61,373+115.4% | $134,475-1.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -15.28% | 584.55%-599.8pp | 338.61%-353.9pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,676 | $1,544+8.5% | $1,159+44.6% | $4,740-64.6% |
| Participant deferral / active EE | $6,780 | $2,819+140.5% | $2,125+219.1% | $6,400+5.9% |
| Admin fee / account holder | $5,602 | $2,585+116.7% | $2,130+163.0% | $11,426-51.0% |