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 | $89,278 | $180,449-50.5% | $154,107-42.1% | $135,375-34.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.33% | 888.09%-894.4pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $12,223 | $6,035+102.5% | $5,298+130.7% | $4,779+155.8% |
| Participant deferral / active EE | $6,595 | $5,806+13.6% | $5,081+29.8% | $5,609+17.6% |
| Admin fee / account holder | $1,075 | $16,143-93.3% | $13,411-92.0% | $10,827-90.1% |