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 | $93,594 | $92,703+1.0% | $82,719+13.1% | $134,475-30.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.78% | 944.92%-960.7pp | 701.18%-717.0pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,653 | $3,274-19.0% | $3,009-11.8% | $4,740-44.0% |
| Participant deferral / active EE | $5,850 | $4,802+21.8% | $4,395+33.1% | $6,400-8.6% |
| Admin fee / account holder | $8,669 | $5,983+44.9% | $5,329+62.7% | $11,426-24.1% |