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 | $79,916 | $92,703-13.8% | $82,719-3.4% | $134,475-40.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.29% | 944.92%-962.2pp | 701.18%-718.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $7,765 | $3,274+137.2% | $3,009+158.1% | $4,740+63.8% |
| Participant deferral / active EE | $4,683 | $4,802-2.5% | $4,395+6.5% | $6,400-26.8% |
| Admin fee / account holder | $1,086 | $5,983-81.8% | $5,329-79.6% | $11,426-90.5% |