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 | $227,748 | $99,640+128.6% | $86,436+163.5% | $134,475+69.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.95% | 6782.58%-6800.5pp | 4394.89%-4412.8pp | 417.96%-435.9pp |
| Employer contribution / active EE | $31,000 | $4,400+604.5% | $3,769+722.6% | $4,740+554.1% |
| Participant deferral / active EE | $27,000 | $7,246+272.6% | $6,952+288.4% | $6,400+321.9% |
| Admin fee / account holder | $331 | $8,371-96.0% | $6,731-95.1% | $11,426-97.1% |