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 | $98,020 | $104,106-5.8% | $71,086+37.9% | $135,375-27.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -10.02% | 1256.30%-1266.3pp | 650.59%-660.6pp | 519.73%-529.8pp |
| Employer contribution / active EE | $8,602 | $1,485+479.3% | $1,088+690.8% | $4,779+80.0% |
| Participant deferral / active EE | $5,305 | $2,527+109.9% | $1,874+183.0% | $5,609-5.4% |
| Admin fee / account holder | $1,474 | $4,142-64.4% | $3,082-52.2% | $10,827-86.4% |