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 | $218,398 | $90,600+141.1% | $79,464+174.8% | $135,375+61.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.51% | 977.43%-983.9pp | 718.14%-724.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $19,702 | $3,068+542.2% | $2,800+603.5% | $4,779+312.3% |
| Participant deferral / active EE | $10,714 | $4,050+164.5% | $3,704+189.3% | $5,609+91.0% |
| Admin fee / account holder | $95,093 | $5,907+1509.9% | $5,113+1759.8% | $10,827+778.3% |