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 9-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 | $219,747 | $92,703+137.0% | $82,719+165.7% | $134,475+63.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.90% | 944.92%-964.8pp | 701.18%-721.1pp | 417.96%-437.9pp |
| Employer contribution / active EE | $25,846 | $3,274+689.5% | $3,009+759.0% | $4,740+445.3% |
| Participant deferral / active EE | $22,333 | $4,802+365.1% | $4,395+408.2% | $6,400+249.0% |
| Admin fee / account holder | $737 | $5,983-87.7% | $5,329-86.2% | $11,426-93.5% |