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 | $141,075 | $180,449-21.8% | $154,107-8.5% | $135,375+4.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.67% | 888.09%-891.8pp | 735.12%-738.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $11,182 | $6,035+85.3% | $5,298+111.1% | $4,779+134.0% |
| Participant deferral / active EE | $7,176 | $5,806+23.6% | $5,081+41.2% | $5,609+27.9% |
| Admin fee / account holder | $859 | $16,143-94.7% | $13,411-93.6% | $10,827-92.1% |