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 | $246,717 | $92,703+166.1% | $82,719+198.3% | $134,475+83.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.46% | 944.92%-961.4pp | 701.18%-717.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $17,550 | $3,274+436.1% | $3,009+483.3% | $4,740+270.3% |
| Participant deferral / active EE | $10,493 | $4,802+118.5% | $4,395+138.7% | $6,400+64.0% |
| Admin fee / account holder | $10,337 | $5,983+72.8% | $5,329+94.0% | $11,426-9.5% |