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 | $193,641 | $92,703+108.9% | $82,719+134.1% | $134,475+44.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.53% | 944.92%-963.4pp | 701.18%-719.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $10,125 | $3,274+209.3% | $3,009+236.5% | $4,740+113.6% |
| Participant deferral / active EE | $7,659 | $4,802+59.5% | $4,395+74.3% | $6,400+19.7% |
| Admin fee / account holder | $8,370 | $5,983+39.9% | $5,329+57.1% | $11,426-26.7% |