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 | $30,788 | $138,065-77.7% | $123,544-75.1% | $135,375-77.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.80% | 153.68%-155.5pp | 119.20%-121.0pp | 519.73%-521.5pp |
| Employer contribution / active EE | $9,123 | $5,151+77.1% | $4,628+97.1% | $4,779+90.9% |
| Participant deferral / active EE | $12,250 | $6,799+80.2% | $6,426+90.6% | $5,609+118.4% |
| Admin fee / account holder | $110,986 | $10,916+916.7% | $9,284+1095.5% | $10,827+925.1% |