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 | $238,942 | $92,703+157.8% | $82,719+188.9% | $134,475+77.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.21% | 944.92%-964.1pp | 701.18%-720.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $8,480 | $3,274+159.0% | $3,009+181.8% | $4,740+78.9% |
| Participant deferral / active EE | $6,307 | $4,802+31.3% | $4,395+43.5% | $6,400-1.4% |
| Admin fee / account holder | $2,376 | $5,983-60.3% | $5,329-55.4% | $11,426-79.2% |