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 | $176,474 | $92,703+90.4% | $82,719+113.3% | $134,475+31.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.07% | 944.92%-965.0pp | 701.18%-721.2pp | 417.96%-438.0pp |
| Employer contribution / active EE | $4,794 | $3,274+46.4% | $3,009+59.3% | $4,740+1.1% |
| Participant deferral / active EE | $15,808 | $4,802+229.2% | $4,395+259.7% | $6,400+147.0% |
| Admin fee / account holder | $2,568 | $5,983-57.1% | $5,329-51.8% | $11,426-77.5% |