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 | $63,015 | $180,449-65.1% | $154,107-59.1% | $135,375-53.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.64% | 888.09%-895.7pp | 735.12%-742.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $8,773 | $6,035+45.4% | $5,298+65.6% | $4,779+83.6% |
| Participant deferral / active EE | $8,343 | $5,806+43.7% | $5,081+64.2% | $5,609+48.8% |
| Admin fee / account holder | $595 | $16,143-96.3% | $13,411-95.6% | $10,827-94.5% |