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 | $233,656 | $90,600+157.9% | $79,464+194.0% | $135,375+72.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.39% | 977.43%-982.8pp | 718.14%-723.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $8,861 | $3,068+188.8% | $2,800+216.4% | $4,779+85.4% |
| Participant deferral / active EE | $19,500 | $4,050+381.5% | $3,704+426.5% | $5,609+247.7% |
| Admin fee / account holder | $2,727 | $5,907-53.8% | $5,113-46.7% | $10,827-74.8% |