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 | $103,873 | $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 | -11.04% | 944.92%-956.0pp | 701.18%-712.2pp | 417.96%-429.0pp |
| Employer contribution / active EE | $2,084 | $3,274-36.4% | $3,009-30.8% | $4,740-56.0% |
| Participant deferral / active EE | $10,185 | $4,802+112.1% | $4,395+131.7% | $6,400+59.2% |
| Admin fee / account holder | $16,654 | $5,983+178.4% | $5,329+212.5% | $11,426+45.8% |