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 | $155,485 | $92,703+67.7% | $82,719+88.0% | $134,475+15.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.07% | 944.92%-963.0pp | 701.18%-719.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,167 | $3,274-64.4% | $3,009-61.2% | $4,740-75.4% |
| Participant deferral / active EE | $3,566 | $4,802-25.7% | $4,395-18.9% | $6,400-44.3% |
| Admin fee / account holder | $39,329 | $5,983+557.4% | $5,329+638.0% | $11,426+244.2% |