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 | $149,367 | $92,703+61.1% | $82,719+80.6% | $134,475+11.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.62% | 944.92%-959.5pp | 701.18%-715.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,199 | $3,274-2.3% | $3,009+6.3% | $4,740-32.5% |
| Participant deferral / active EE | $6,627 | $4,802+38.0% | $4,395+50.8% | $6,400+3.5% |
| Admin fee / account holder | $39,888 | $5,983+566.7% | $5,329+648.5% | $11,426+249.1% |