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 | $180,107 | $95,971+87.7% | $74,550+141.6% | $135,375+33.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.19% | 56.96%-65.2pp | 32.53%-40.7pp | 519.73%-527.9pp |
| Employer contribution / active EE | $8,111 | $2,716+198.6% | $1,961+313.6% | $4,779+69.7% |
| Participant deferral / active EE | $8,606 | $3,843+123.9% | $3,108+176.9% | $5,609+53.4% |
| Admin fee / account holder | $1,565 | $6,522-76.0% | $5,060-69.1% | $10,827-85.5% |