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 | $99,594 | $92,703+7.4% | $82,719+20.4% | $134,475-25.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.42% | 944.92%-957.3pp | 701.18%-713.6pp | 417.96%-430.4pp |
| Employer contribution / active EE | $7,036 | $3,274+114.9% | $3,009+133.8% | $4,740+48.4% |
| Participant deferral / active EE | $4,643 | $4,802-3.3% | $4,395+5.6% | $6,400-27.5% |
| Admin fee / account holder | $31,133 | $5,983+420.4% | $5,329+484.2% | $11,426+172.5% |