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 | $104,072 | $92,703+12.3% | $82,719+25.8% | $134,475-22.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.74% | 944.92%-956.7pp | 701.18%-712.9pp | 417.96%-429.7pp |
| Employer contribution / active EE | $2,351 | $3,274-28.2% | $3,009-21.9% | $4,740-50.4% |
| Participant deferral / active EE | $13,010 | $4,802+170.9% | $4,395+196.0% | $6,400+103.3% |
| Admin fee / account holder | $211,209 | $5,983+3430.4% | $5,329+3863.5% | $11,426+1748.5% |