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 | $223,538 | $92,703+141.1% | $82,719+170.2% | $134,475+66.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.10% | 944.92%-959.0pp | 701.18%-715.3pp | 417.96%-432.1pp |
| Employer contribution / active EE | $7,342 | $3,274+124.3% | $3,009+144.0% | $4,740+54.9% |
| Participant deferral / active EE | $3,064 | $4,802-36.2% | $4,395-30.3% | $6,400-52.1% |
| Admin fee / account holder | $2,159 | $5,983-63.9% | $5,329-59.5% | $11,426-81.1% |