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 | $169,222 | $90,600+86.8% | $79,464+113.0% | $135,375+25.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.49% | 977.43%-982.9pp | 718.14%-723.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $10,983 | $3,068+258.0% | $2,800+292.2% | $4,779+129.8% |
| Participant deferral / active EE | $6,525 | $4,050+61.1% | $3,704+76.2% | $5,609+16.3% |
| Admin fee / account holder | $4,599 | $5,907-22.1% | $5,113-10.1% | $10,827-57.5% |