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 | $150,033 | $90,600+65.6% | $79,464+88.8% | $135,375+10.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.81% | 977.43%-983.2pp | 718.14%-723.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $14,879 | $3,068+385.0% | $2,800+431.3% | $4,779+211.4% |
| Participant deferral / active EE | $6,775 | $4,050+67.3% | $3,704+82.9% | $5,609+20.8% |
| Admin fee / account holder | $1,800 | $5,907-69.5% | $5,113-64.8% | $10,827-83.4% |