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 | $69,913 | $160,055-56.3% | $140,016-50.1% | $135,375-48.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.64% | 911.38%-919.0pp | 651.12%-658.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $8,397 | $6,420+30.8% | $5,606+49.8% | $4,779+75.7% |
| Participant deferral / active EE | $6,365 | $7,642-16.7% | $6,927-8.1% | $5,609+13.5% |
| Admin fee / account holder | $48,094 | $13,328+260.9% | $10,705+349.3% | $10,827+344.2% |