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 | $216,099 | $92,703+133.1% | $82,719+161.2% | $134,475+60.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.45% | 944.92%-960.4pp | 701.18%-716.6pp | 417.96%-433.4pp |
| Employer contribution / active EE | $17,414 | $3,274+431.9% | $3,009+478.8% | $4,740+267.4% |
| Participant deferral / active EE | $11,191 | $4,802+133.0% | $4,395+154.6% | $6,400+74.9% |
| Admin fee / account holder | $2,675 | $5,983-55.3% | $5,329-49.8% | $11,426-76.6% |