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 | $86,842 | $92,703-6.3% | $82,719+5.0% | $134,475-35.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.89% | 944.92%-961.8pp | 701.18%-718.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,839 | $3,274-13.3% | $3,009-5.6% | $4,740-40.1% |
| Participant deferral / active EE | $4,855 | $4,802+1.1% | $4,395+10.5% | $6,400-24.1% |
| Admin fee / account holder | $860 | $5,983-85.6% | $5,329-83.9% | $11,426-92.5% |