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 | $249,599 | $92,703+169.2% | $82,719+201.7% | $134,475+85.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.24% | 944.92%-963.2pp | 701.18%-719.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $16,976 | $3,274+418.5% | $3,009+464.2% | $4,740+258.2% |
| Participant deferral / active EE | $11,863 | $4,802+147.0% | $4,395+169.9% | $6,400+85.4% |
| Admin fee / account holder | $16,597 | $5,983+177.4% | $5,329+211.5% | $11,426+45.3% |