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 | $105,105 | $138,044-23.9% | $125,339-16.1% | $134,475-21.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.39% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $20,793 | $5,243+296.6% | $4,814+332.0% | $4,740+338.7% |
| Participant deferral / active EE | $11,901 | $7,799+52.6% | $7,446+59.8% | $6,400+86.0% |
| Admin fee / account holder | $13,655 | $11,571+18.0% | $10,010+36.4% | $11,426+19.5% |