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 | $132,830 | $92,703+43.3% | $82,719+60.6% | $134,475-1.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.33% | 944.92%-957.3pp | 701.18%-713.5pp | 417.96%-430.3pp |
| Employer contribution / active EE | $9,683 | $3,274+195.8% | $3,009+221.8% | $4,740+104.3% |
| Participant deferral / active EE | $5,523 | $4,802+15.0% | $4,395+25.7% | $6,400-13.7% |
| Admin fee / account holder | $14,821 | $5,983+147.7% | $5,329+178.1% | $11,426+29.7% |