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 | $94,912 | $92,703+2.4% | $82,719+14.7% | $134,475-29.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.87% | 944.92%-955.8pp | 701.18%-712.0pp | 417.96%-428.8pp |
| Employer contribution / active EE | $7,200 | $3,274+119.9% | $3,009+139.3% | $4,740+51.9% |
| Participant deferral / active EE | $26,000 | $4,802+441.4% | $4,395+491.6% | $6,400+306.3% |
| Admin fee / account holder | $18,769 | $5,983+213.7% | $5,329+252.2% | $11,426+64.3% |