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 | $167,424 | $92,703+80.6% | $82,719+102.4% | $134,475+24.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.11% | 944.92%-965.0pp | 701.18%-721.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $7,953 | $3,274+142.9% | $3,009+164.3% | $4,740+67.8% |
| Participant deferral / active EE | $7,953 | $4,802+65.6% | $4,395+81.0% | $6,400+24.3% |
| Admin fee / account holder | $2,309 | $5,983-61.4% | $5,329-56.7% | $11,426-79.8% |