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 | $224,026 | $92,703+141.7% | $82,719+170.8% | $134,475+66.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.07% | 944.92%-965.0pp | 701.18%-721.2pp | 417.96%-438.0pp |
| Employer contribution / active EE | $4,636 | $3,274+41.6% | $3,009+54.1% | $4,740-2.2% |
| Participant deferral / active EE | $4,856 | $4,802+1.1% | $4,395+10.5% | $6,400-24.1% |
| Admin fee / account holder | $4,108 | $5,983-31.3% | $5,329-22.9% | $11,426-64.0% |