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 | $93,905 | $92,703+1.3% | $82,719+13.5% | $134,475-30.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.08% | 944.92%-958.0pp | 701.18%-714.3pp | 417.96%-431.0pp |
| Employer contribution / active EE | $2,505 | $3,274-23.5% | $3,009-16.8% | $4,740-47.2% |
| Participant deferral / active EE | $2,011 | $4,802-58.1% | $4,395-54.2% | $6,400-68.6% |
| Admin fee / account holder | $1,037 | $5,983-82.7% | $5,329-80.5% | $11,426-90.9% |