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 | $100,245 | $90,600+10.6% | $79,464+26.2% | $135,375-26.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.84% | 977.43%-978.3pp | 718.14%-719.0pp | 519.73%-520.6pp |
| Employer contribution / active EE | $21,665 | $3,068+606.2% | $2,800+673.6% | $4,779+353.4% |
| Participant deferral / active EE | $12,272 | $4,050+203.0% | $3,704+231.3% | $5,609+118.8% |
| Admin fee / account holder | $165,921 | $5,907+2709.0% | $5,113+3145.1% | $10,827+1432.5% |