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 | $121,937 | $92,703+31.5% | $82,719+47.4% | $134,475-9.3% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -17.16% | 944.92%-962.1pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,302 | $3,274-29.7% | $3,009-23.5% | $4,740-51.4% |
| Participant deferral / active EE | $8,221 | $4,802+71.2% | $4,395+87.1% | $6,400+28.5% |
| Admin fee / account holder | $12,826 | $5,983+114.4% | $5,329+140.7% | $11,426+12.2% |