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 | $147,505 | $92,703+59.1% | $82,719+78.3% | $134,475+9.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.30% | 944.92%-958.2pp | 701.18%-714.5pp | 417.96%-431.3pp |
| Employer contribution / active EE | $4,093 | $3,274+25.0% | $3,009+36.0% | $4,740-13.6% |
| Participant deferral / active EE | $8,890 | $4,802+85.1% | $4,395+102.3% | $6,400+38.9% |
| Admin fee / account holder | $361 | $5,983-94.0% | $5,329-93.2% | $11,426-96.8% |