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 | $36,644 | $101,283-63.8% | $75,826-51.7% | $135,375-72.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -0.56% | 3384.62%-3385.2pp | 1914.15%-1914.7pp | 519.73%-520.3pp |
| Employer contribution / active EE | $4,539 | $2,382+90.5% | $1,913+137.2% | $4,779-5.0% |
| Participant deferral / active EE | $13,772 | $3,469+297.0% | $2,862+381.1% | $5,609+145.5% |
| Admin fee / account holder | $7,832 | $6,539+19.8% | $4,726+65.7% | $10,827-27.7% |