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 | $215,781 | $152,509+41.5% | $117,472+83.7% | $134,475+60.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.82% | 52.99%-72.8pp | 29.74%-49.6pp | 417.96%-437.8pp |
| Employer contribution / active EE | $7,992 | $5,571+43.5% | $4,176+91.4% | $4,740+68.6% |
| Participant deferral / active EE | $9,471 | $4,818+96.6% | $4,070+132.7% | $6,400+48.0% |
| Admin fee / account holder | $658 | $7,004-90.6% | $5,645-88.4% | $11,426-94.2% |