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 | $164,221 | $92,703+77.1% | $82,719+98.5% | $134,475+22.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.12% | 944.92%-955.0pp | 701.18%-711.3pp | 417.96%-428.1pp |
| Employer contribution / active EE | $2,956 | $3,274-9.7% | $3,009-1.8% | $4,740-37.6% |
| Participant deferral / active EE | $10,277 | $4,802+114.0% | $4,395+133.8% | $6,400+60.6% |
| Admin fee / account holder | $1,855 | $5,983-69.0% | $5,329-65.2% | $11,426-83.8% |