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 | $101,716 | $92,703+9.7% | $82,719+23.0% | $134,475-24.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.24% | 944.92%-962.2pp | 701.18%-718.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $8,236 | $3,274+151.6% | $3,009+173.7% | $4,740+73.8% |
| Participant deferral / active EE | $4,131 | $4,802-14.0% | $4,395-6.0% | $6,400-35.5% |
| Admin fee / account holder | $3,862 | $5,983-35.5% | $5,329-27.5% | $11,426-66.2% |