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 | $91,579 | $90,600+1.1% | $79,464+15.2% | $135,375-32.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.76% | 977.43%-983.2pp | 718.14%-723.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,460 | $3,068-19.8% | $2,800-12.2% | $4,779-48.5% |
| Participant deferral / active EE | $6,644 | $4,050+64.0% | $3,704+79.4% | $5,609+18.5% |
| Admin fee / account holder | $383 | $5,907-93.5% | $5,113-92.5% | $10,827-96.5% |