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 | $107,048 | $84,402+26.8% | $61,373+74.4% | $134,475-20.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.18% | 584.55%-600.7pp | 338.61%-354.8pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,116 | $1,544+101.8% | $1,159+168.8% | $4,740-34.3% |
| Participant deferral / active EE | $10,633 | $2,819+277.2% | $2,125+400.4% | $6,400+66.1% |
| Admin fee / account holder | $19,185 | $2,585+642.1% | $2,130+800.8% | $11,426+67.9% |