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 | $134,994 | $92,703+45.6% | $82,719+63.2% | $134,475+0.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.54% | 944.92%-957.5pp | 701.18%-713.7pp | 417.96%-430.5pp |
| Employer contribution / active EE | $6,402 | $3,274+95.5% | $3,009+112.8% | $4,740+35.1% |
| Participant deferral / active EE | $7,081 | $4,802+47.5% | $4,395+61.1% | $6,400+10.6% |
| Admin fee / account holder | $7,663 | $5,983+28.1% | $5,329+43.8% | $11,426-32.9% |