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 | $199,864 | $106,543+87.6% | $91,220+119.1% | $134,475+48.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.27% | 160.60%-173.9pp | 114.01%-127.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $15,970 | $3,331+379.5% | $2,850+460.3% | $4,740+236.9% |
| Participant deferral / active EE | $10,250 | $4,719+117.2% | $4,234+142.1% | $6,400+60.2% |
| Admin fee / account holder | $2,007 | $6,231-67.8% | $5,420-63.0% | $11,426-82.4% |