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 | $181,971 | $92,703+96.3% | $82,719+120.0% | $134,475+35.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.47% | 944.92%-961.4pp | 701.18%-717.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $13,411 | $3,274+309.6% | $3,009+345.7% | $4,740+183.0% |
| Participant deferral / active EE | $9,135 | $4,802+90.2% | $4,395+107.8% | $6,400+42.7% |
| Admin fee / account holder | $6,889 | $5,983+15.2% | $5,329+29.3% | $11,426-39.7% |