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 | $185,142 | $92,703+99.7% | $82,719+123.8% | $134,475+37.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.31% | 944.92%-964.2pp | 701.18%-720.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $16,667 | $3,274+409.1% | $3,009+453.9% | $4,740+251.6% |
| Participant deferral / active EE | $6,730 | $4,802+40.1% | $4,395+53.1% | $6,400+5.2% |
| Admin fee / account holder | $45,393 | $5,983+658.8% | $5,329+751.8% | $11,426+297.3% |