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 6-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 | $225,689 | $92,703+143.5% | $82,719+172.8% | $134,475+67.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.32% | 944.92%-960.2pp | 701.18%-716.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,838 | $3,274-13.3% | $3,009-5.7% | $4,740-40.1% |
| Participant deferral / active EE | $2,477 | $4,802-48.4% | $4,395-43.7% | $6,400-61.3% |
| Admin fee / account holder | $55,877 | $5,983+834.0% | $5,329+948.6% | $11,426+389.0% |