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 | $123,639 | $90,600+36.5% | $79,464+55.6% | $135,375-8.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.23% | 977.43%-979.7pp | 718.14%-720.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $7,896 | $3,068+157.4% | $2,800+182.0% | $4,779+65.2% |
| Participant deferral / active EE | $10,956 | $4,050+170.5% | $3,704+195.8% | $5,609+95.3% |
| Admin fee / account holder | $55,307 | $5,907+836.3% | $5,113+981.7% | $10,827+410.8% |