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 | $230,026 | $90,600+153.9% | $79,464+189.5% | $135,375+69.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.97% | 977.43%-981.4pp | 718.14%-722.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,578 | $3,068-16.0% | $2,800-7.9% | $4,779-46.1% |
| Participant deferral / active EE | $9,620 | $4,050+137.5% | $3,704+159.7% | $5,609+71.5% |
| Admin fee / account holder | $42,653 | $5,907+622.1% | $5,113+734.2% | $10,827+293.9% |