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 | $103,973 | $90,600+14.8% | $79,464+30.8% | $135,375-23.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.93% | 977.43%-982.4pp | 718.14%-723.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $4,555 | $3,068+48.5% | $2,800+62.7% | $4,779-4.7% |
| Participant deferral / active EE | $7,560 | $4,050+86.6% | $3,704+104.1% | $5,609+34.8% |
| Admin fee / account holder | $1,348 | $5,907-77.2% | $5,113-73.6% | $10,827-87.5% |