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 | $83,233 | $92,703-10.2% | $82,719+0.6% | $134,475-38.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.74% | 944.92%-964.7pp | 701.18%-720.9pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,341 | $3,274+2.0% | $3,009+11.0% | $4,740-29.5% |
| Participant deferral / active EE | $10,141 | $4,802+111.2% | $4,395+130.7% | $6,400+58.5% |
| Admin fee / account holder | $573 | $5,983-90.4% | $5,329-89.2% | $11,426-95.0% |