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 | $91,887 | $92,703-0.9% | $82,719+11.1% | $134,475-31.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.23% | 944.92%-960.2pp | 701.18%-716.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $6,083 | $3,274+85.8% | $3,009+102.2% | $4,740+28.3% |
| Participant deferral / active EE | $13,553 | $4,802+182.2% | $4,395+208.4% | $6,400+111.8% |
| Admin fee / account holder | $29,242 | $5,983+388.8% | $5,329+448.7% | $11,426+155.9% |