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 9-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 | $131,243 | $106,543+23.2% | $91,220+43.9% | $134,475-2.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.15% | 160.60%-173.7pp | 114.01%-127.2pp | 417.96%-431.1pp |
| Employer contribution / active EE | $4,551 | $3,331+36.6% | $2,850+59.7% | $4,740-4.0% |
| Participant deferral / active EE | $6,836 | $4,719+44.9% | $4,234+61.5% | $6,400+6.8% |
| Admin fee / account holder | $30,639 | $6,231+391.7% | $5,420+465.3% | $11,426+168.2% |