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 | $214,424 | $97,757+119.3% | $83,848+155.7% | $135,375+58.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.78% | 1287.37%-1296.1pp | 850.88%-859.7pp | 519.73%-528.5pp |
| Employer contribution / active EE | $10,363 | $4,222+145.5% | $3,631+185.4% | $4,779+116.9% |
| Participant deferral / active EE | $11,886 | $4,682+153.9% | $4,082+191.2% | $5,609+111.9% |
| Admin fee / account holder | $1,795 | $6,674-73.1% | $5,478-67.2% | $10,827-83.4% |