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 | $143,541 | $92,703+54.8% | $82,719+73.5% | $134,475+6.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.18% | 944.92%-963.1pp | 701.18%-719.4pp | 417.96%-436.1pp |
| Employer contribution / active EE | $17,970 | $3,274+448.9% | $3,009+497.2% | $4,740+279.1% |
| Participant deferral / active EE | $7,847 | $4,802+63.4% | $4,395+78.5% | $6,400+22.6% |
| Admin fee / account holder | $4,177 | $5,983-30.2% | $5,329-21.6% | $11,426-63.4% |