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 | $238,891 | $92,703+157.7% | $82,719+188.8% | $134,475+77.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.31% | 944.92%-959.2pp | 701.18%-715.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,695 | $3,274-17.7% | $3,009-10.4% | $4,740-43.1% |
| Participant deferral / active EE | $960 | $4,802-80.0% | $4,395-78.2% | $6,400-85.0% |
| Admin fee / account holder | $10,049 | $5,983+68.0% | $5,329+88.6% | $11,426-12.1% |