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 | $174,083 | $92,703+87.8% | $82,719+110.5% | $134,475+29.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.22% | 944.92%-957.1pp | 701.18%-713.4pp | 417.96%-430.2pp |
| Employer contribution / active EE | $3,883 | $3,274+18.6% | $3,009+29.1% | $4,740-18.1% |
| Participant deferral / active EE | $9,400 | $4,802+95.7% | $4,395+113.9% | $6,400+46.9% |
| Admin fee / account holder | $37,986 | $5,983+534.9% | $5,329+612.8% | $11,426+232.5% |