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 | $155,680 | $92,703+67.9% | $82,719+88.2% | $134,475+15.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.63% | 944.92%-964.5pp | 701.18%-720.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $5,854 | $3,274+78.8% | $3,009+94.5% | $4,740+23.5% |
| Participant deferral / active EE | $8,865 | $4,802+84.6% | $4,395+101.7% | $6,400+38.5% |
| Admin fee / account holder | $12,972 | $5,983+116.8% | $5,329+143.4% | $11,426+13.5% |