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 | $84,455 | $92,703-8.9% | $82,719+2.1% | $134,475-37.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.30% | 944.92%-960.2pp | 701.18%-716.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $6,553 | $3,274+100.2% | $3,009+117.8% | $4,740+38.3% |
| Participant deferral / active EE | $9,476 | $4,802+97.3% | $4,395+115.6% | $6,400+48.1% |
| Admin fee / account holder | $10,410 | $5,983+74.0% | $5,329+95.3% | $11,426-8.9% |