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 | $144,581 | $97,757+47.9% | $83,848+72.4% | $135,375+6.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.09% | 1287.37%-1294.5pp | 850.88%-858.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $17,788 | $4,222+321.3% | $3,631+389.9% | $4,779+272.2% |
| Participant deferral / active EE | $10,242 | $4,682+118.7% | $4,082+150.9% | $5,609+82.6% |
| Admin fee / account holder | $2,112 | $6,674-68.4% | $5,478-61.4% | $10,827-80.5% |