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 | $102,336 | $92,703+10.4% | $82,719+23.7% | $134,475-23.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.00% | 944.92%-960.9pp | 701.18%-717.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $7,949 | $3,274+142.8% | $3,009+164.2% | $4,740+67.7% |
| Participant deferral / active EE | $9,389 | $4,802+95.5% | $4,395+113.6% | $6,400+46.7% |
| Admin fee / account holder | $7,191 | $5,983+20.2% | $5,329+34.9% | $11,426-37.1% |