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 | $225,541 | $92,703+143.3% | $82,719+172.7% | $134,475+67.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.44% | 944.92%-965.4pp | 701.18%-721.6pp | 417.96%-438.4pp |
| Employer contribution / active EE | $15,102 | $3,274+361.3% | $3,009+401.9% | $4,740+218.6% |
| Participant deferral / active EE | $9,634 | $4,802+100.6% | $4,395+119.2% | $6,400+50.5% |
| Admin fee / account holder | $10,361 | $5,983+73.2% | $5,329+94.4% | $11,426-9.3% |