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 | $67,529 | $160,055-57.8% | $140,016-51.8% | $135,375-50.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.70% | 911.38%-916.1pp | 651.12%-655.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $3,579 | $6,420-44.3% | $5,606-36.2% | $4,779-25.1% |
| Participant deferral / active EE | $8,809 | $7,642+15.3% | $6,927+27.2% | $5,609+57.0% |
| Admin fee / account holder | $20,951 | $13,328+57.2% | $10,705+95.7% | $10,827+93.5% |