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 | $67,425 | $92,703-27.3% | $82,719-18.5% | $134,475-49.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.26% | 944.92%-962.2pp | 701.18%-718.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $6,913 | $3,274+111.2% | $3,009+129.7% | $4,740+45.9% |
| Participant deferral / active EE | $9,431 | $4,802+96.4% | $4,395+114.6% | $6,400+47.4% |
| Admin fee / account holder | $8,136 | $5,983+36.0% | $5,329+52.7% | $11,426-28.8% |