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 | $181,542 | $92,703+95.8% | $82,719+119.5% | $134,475+35.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.15% | 944.92%-962.1pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,576 | $3,274+9.2% | $3,009+18.8% | $4,740-24.6% |
| Participant deferral / active EE | $8,632 | $4,802+79.8% | $4,395+96.4% | $6,400+34.9% |
| Admin fee / account holder | $916 | $5,983-84.7% | $5,329-82.8% | $11,426-92.0% |