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 | $198,051 | $92,703+113.6% | $82,719+139.4% | $134,475+47.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.51% | 944.92%-961.4pp | 701.18%-717.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $7,544 | $3,274+130.4% | $3,009+150.7% | $4,740+59.2% |
| Participant deferral / active EE | $8,169 | $4,802+70.1% | $4,395+85.9% | $6,400+27.6% |
| Admin fee / account holder | $40,382 | $5,983+575.0% | $5,329+657.8% | $11,426+253.4% |