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 | $177,178 | $92,703+91.1% | $82,719+114.2% | $134,475+31.8% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -7.74% | 944.92%-952.7pp | 701.18%-708.9pp | 417.96%-425.7pp |
| Employer contribution / active EE | $8,449 | $3,274+158.1% | $3,009+180.8% | $4,740+78.3% |
| Participant deferral / active EE | $10,417 | $4,802+116.9% | $4,395+137.0% | $6,400+62.8% |
| Admin fee / account holder | $50,125 | $5,983+737.9% | $5,329+840.6% | $11,426+338.7% |