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 | $124,140 | $92,703+33.9% | $82,719+50.1% | $134,475-7.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.87% | 944.92%-957.8pp | 701.18%-714.1pp | 417.96%-430.8pp |
| Employer contribution / active EE | $4,875 | $3,274+48.9% | $3,009+62.0% | $4,740+2.9% |
| Participant deferral / active EE | $10,428 | $4,802+117.2% | $4,395+137.3% | $6,400+62.9% |
| Admin fee / account holder | $32,092 | $5,983+436.4% | $5,329+502.2% | $11,426+180.9% |