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 | $98,457 | $92,703+6.2% | $82,719+19.0% | $134,475-26.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.67% | 944.92%-963.6pp | 701.18%-719.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,666 | $3,274-18.6% | $3,009-11.4% | $4,740-43.7% |
| Participant deferral / active EE | $7,426 | $4,802+54.6% | $4,395+69.0% | $6,400+16.0% |
| Admin fee / account holder | $4,759 | $5,983-20.5% | $5,329-10.7% | $11,426-58.4% |