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 | $189,381 | $92,703+104.3% | $82,719+128.9% | $134,475+40.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.61% | 944.92%-965.5pp | 701.18%-721.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $6,854 | $3,274+109.4% | $3,009+127.8% | $4,740+44.6% |
| Participant deferral / active EE | $12,889 | $4,802+168.4% | $4,395+193.3% | $6,400+101.4% |
| Admin fee / account holder | $3,318 | $5,983-44.5% | $5,329-37.7% | $11,426-71.0% |