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 | $164,048 | $92,703+77.0% | $82,719+98.3% | $134,475+22.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.67% | 944.92%-955.6pp | 701.18%-711.8pp | 417.96%-428.6pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $10,474 | $4,802+118.1% | $4,395+138.3% | $6,400+63.7% |
| Admin fee / account holder | $10,233 | $5,983+71.0% | $5,329+92.0% | $11,426-10.4% |