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 | $89,203 | $84,402+5.7% | $61,373+45.3% | $134,475-33.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.06% | 584.55%-600.6pp | 338.61%-354.7pp | 417.96%-434.0pp |
| Employer contribution / active EE | $9,982 | $1,544+546.3% | $1,159+760.9% | $4,740+110.6% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,400-100.0% |
| Admin fee / account holder | $710 | $2,585-72.5% | $2,130-66.7% | $11,426-93.8% |