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 | $93,241 | $90,600+2.9% | $79,464+17.3% | $135,375-31.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.15% | 977.43%-984.6pp | 718.14%-725.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $4,345 | $3,068+41.6% | $2,800+55.1% | $4,779-9.1% |
| Participant deferral / active EE | $7,603 | $4,050+87.7% | $3,704+105.3% | $5,609+35.6% |
| Admin fee / account holder | $2,586 | $5,907-56.2% | $5,113-49.4% | $10,827-76.1% |