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 | $83,557 | $90,600-7.8% | $79,464+5.2% | $135,375-38.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.88% | 977.43%-985.3pp | 718.14%-726.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $8,041 | $3,068+162.1% | $2,800+187.1% | $4,779+68.3% |
| Participant deferral / active EE | $11,995 | $4,050+196.2% | $3,704+223.9% | $5,609+113.9% |
| Admin fee / account holder | $1,233 | $5,907-79.1% | $5,113-75.9% | $10,827-88.6% |