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 | $165,342 | $180,449-8.4% | $154,107+7.3% | $135,375+22.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.08% | 888.09%-891.2pp | 735.12%-738.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $16,454 | $6,035+172.6% | $5,298+210.6% | $4,779+244.3% |
| Participant deferral / active EE | $4,962 | $5,806-14.5% | $5,081-2.3% | $5,609-11.5% |
| Admin fee / account holder | $102,678 | $16,143+536.1% | $13,411+665.6% | $10,827+848.3% |