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 8-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 | $235,639 | $92,703+154.2% | $82,719+184.9% | $134,475+75.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.93% | 944.92%-954.8pp | 701.18%-711.1pp | 417.96%-427.9pp |
| Employer contribution / active EE | $11,667 | $3,274+256.4% | $3,009+287.7% | $4,740+146.2% |
| Participant deferral / active EE | $15,886 | $4,802+230.8% | $4,395+261.5% | $6,400+148.2% |
| Admin fee / account holder | $1,717 | $5,983-71.3% | $5,329-67.8% | $11,426-85.0% |