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 | $219,361 | $92,703+136.6% | $82,719+165.2% | $134,475+63.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.23% | 944.92%-957.1pp | 701.18%-713.4pp | 417.96%-430.2pp |
| Employer contribution / active EE | $10,310 | $3,274+214.9% | $3,009+242.6% | $4,740+117.5% |
| Participant deferral / active EE | $10,649 | $4,802+121.8% | $4,395+142.3% | $6,400+66.4% |
| Admin fee / account holder | $6,568 | $5,983+9.8% | $5,329+23.2% | $11,426-42.5% |