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 | $108,167 | $92,703+16.7% | $82,719+30.8% | $134,475-19.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.05% | 944.92%-952.0pp | 701.18%-708.2pp | 417.96%-425.0pp |
| Employer contribution / active EE | $6,424 | $3,274+96.2% | $3,009+113.5% | $4,740+35.5% |
| Participant deferral / active EE | $8,591 | $4,802+78.9% | $4,395+95.5% | $6,400+34.2% |
| Admin fee / account holder | $38,503 | $5,983+543.6% | $5,329+622.5% | $11,426+237.0% |