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 | $228,439 | $92,703+146.4% | $82,719+176.2% | $134,475+69.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.50% | 944.92%-959.4pp | 701.18%-715.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $15,813 | $3,274+383.0% | $3,009+425.5% | $4,740+233.6% |
| Participant deferral / active EE | $5,302 | $4,802+10.4% | $4,395+20.6% | $6,400-17.1% |
| Admin fee / account holder | $2,471 | $5,983-58.7% | $5,329-53.6% | $11,426-78.4% |