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 8-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 | $101,576 | $84,402+20.3% | $61,373+65.5% | $134,475-24.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -14.20% | 584.55%-598.7pp | 338.61%-352.8pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,635 | $1,544+5.9% | $1,159+41.0% | $4,740-65.5% |
| Participant deferral / active EE | $5,972 | $2,819+111.9% | $2,125+181.1% | $6,400-6.7% |
| Admin fee / account holder | $1,556 | $2,585-39.8% | $2,130-26.9% | $11,426-86.4% |