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 | $212,274 | $92,703+129.0% | $82,719+156.6% | $134,475+57.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.96% | 944.92%-958.9pp | 701.18%-715.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $7,352 | $3,274+124.6% | $3,009+144.3% | $4,740+55.1% |
| Participant deferral / active EE | $12,135 | $4,802+152.7% | $4,395+176.1% | $6,400+89.6% |
| Admin fee / account holder | $152,967 | $5,983+2456.9% | $5,329+2770.5% | $11,426+1238.8% |