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 | $71,860 | $135,635-47.0% | $110,238-34.8% | $135,375-46.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.72% | 513.19%-520.9pp | 314.74%-322.5pp | 519.73%-527.5pp |
| Employer contribution / active EE | $11,724 | $4,906+138.9% | $3,826+206.4% | $4,779+145.3% |
| Participant deferral / active EE | $11,897 | $5,506+116.1% | $4,672+154.7% | $5,609+112.1% |
| Admin fee / account holder | $1,529 | $11,457-86.7% | $8,547-82.1% | $10,827-85.9% |