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 | $159,609 | $84,402+89.1% | $61,373+160.1% | $134,475+18.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -18.73% | 584.55%-603.3pp | 338.61%-357.3pp | 417.96%-436.7pp |
| Employer contribution / active EE | $9,617 | $1,544+522.7% | $1,159+729.5% | $4,740+102.9% |
| Participant deferral / active EE | $6,523 | $2,819+131.4% | $2,125+207.0% | $6,400+1.9% |
| Admin fee / account holder | $1,401 | $2,585-45.8% | $2,130-34.2% | $11,426-87.7% |