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 | $185,085 | $84,402+119.3% | $61,373+201.6% | $134,475+37.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -13.42% | 584.55%-598.0pp | 338.61%-352.0pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,213 | $1,544+43.3% | $1,159+90.9% | $4,740-53.3% |
| Participant deferral / active EE | $8,562 | $2,819+203.7% | $2,125+302.9% | $6,400+33.8% |
| Admin fee / account holder | $11,483 | $2,585+344.2% | $2,130+439.2% | $11,426+0.5% |