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 | $150,139 | $92,703+62.0% | $82,719+81.5% | $134,475+11.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.87% | 944.92%-962.8pp | 701.18%-719.1pp | 417.96%-435.8pp |
| Employer contribution / active EE | $10,402 | $3,274+217.7% | $3,009+245.7% | $4,740+119.5% |
| Participant deferral / active EE | $6,822 | $4,802+42.1% | $4,395+55.2% | $6,400+6.6% |
| Admin fee / account holder | $8,163 | $5,983+36.5% | $5,329+53.2% | $11,426-28.6% |