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 | $245,697 | $92,703+165.0% | $82,719+197.0% | $134,475+82.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.99% | 944.92%-958.9pp | 701.18%-715.2pp | 417.96%-432.0pp |
| Employer contribution / active EE | $500 | $3,274-84.7% | $3,009-83.4% | $4,740-89.5% |
| Participant deferral / active EE | $8,013 | $4,802+66.9% | $4,395+82.3% | $6,400+25.2% |
| Admin fee / account holder | $1,457 | $5,983-75.6% | $5,329-72.7% | $11,426-87.3% |