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 | $109,932 | $90,600+21.3% | $79,464+38.3% | $135,375-18.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.48% | 977.43%-979.9pp | 718.14%-720.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $4,905 | $3,068+59.9% | $2,800+75.2% | $4,779+2.6% |
| Participant deferral / active EE | $4,085 | $4,050+0.8% | $3,704+10.3% | $5,609-27.2% |
| Admin fee / account holder | $33,482 | $5,907+466.8% | $5,113+554.8% | $10,827+209.2% |