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 | $228,750 | $92,703+146.8% | $82,719+176.5% | $134,475+70.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.71% | 944.92%-959.6pp | 701.18%-715.9pp | 417.96%-432.7pp |
| Employer contribution / active EE | $12,880 | $3,274+293.4% | $3,009+328.1% | $4,740+171.8% |
| Participant deferral / active EE | $9,184 | $4,802+91.3% | $4,395+109.0% | $6,400+43.5% |
| Admin fee / account holder | $37,156 | $5,983+521.1% | $5,329+597.2% | $11,426+225.2% |