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 | $172,234 | $106,543+61.7% | $91,220+88.8% | $134,475+28.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.18% | 160.60%-180.8pp | 114.01%-134.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $11,206 | $3,331+236.5% | $2,850+293.2% | $4,740+136.4% |
| Participant deferral / active EE | $9,674 | $4,719+105.0% | $4,234+128.5% | $6,400+51.2% |
| Admin fee / account holder | $8,891 | $6,231+42.7% | $5,420+64.1% | $11,426-22.2% |