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 | $36,761 | $106,543-65.5% | $91,220-59.7% | $134,475-72.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.86% | 160.60%-174.5pp | 114.01%-127.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $4,154 | $3,331+24.7% | $2,850+45.8% | $4,740-12.4% |
| Participant deferral / active EE | $3,523 | $4,719-25.3% | $4,234-16.8% | $6,400-45.0% |
| Admin fee / account holder | $13,173 | $6,231+111.4% | $5,420+143.1% | $11,426+15.3% |