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 | $238,779 | $92,703+157.6% | $82,719+188.7% | $134,475+77.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.07% | 944.92%-961.0pp | 701.18%-717.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $26,217 | $3,274+700.8% | $3,009+771.3% | $4,740+453.1% |
| Participant deferral / active EE | $17,961 | $4,802+274.0% | $4,395+308.7% | $6,400+180.7% |
| Admin fee / account holder | $1,254 | $5,983-79.0% | $5,329-76.5% | $11,426-89.0% |