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 | $246,909 | $92,703+166.3% | $82,719+198.5% | $134,475+83.6% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -13.67% | 944.92%-958.6pp | 701.18%-714.8pp | 417.96%-431.6pp |
| Employer contribution / active EE | $11,111 | $3,274+239.4% | $3,009+269.3% | $4,740+134.4% |
| Participant deferral / active EE | $13,142 | $4,802+173.7% | $4,395+199.0% | $6,400+105.3% |
| Admin fee / account holder | $954 | $5,983-84.1% | $5,329-82.1% | $11,426-91.7% |