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 | $108,159 | $54,350+99.0% | $82,719+30.8% | $68,494+57.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -8.40% | -13.67%+5.3pp | 701.18%-709.6pp | -7.84%-0.6pp |
| Employer contribution / active EE | $9,125 | $2,218+311.4% | $3,009+203.3% | $2,596+251.4% |
| Participant deferral / active EE | $7,975 | $3,246+145.7% | $4,395+81.5% | $4,027+98.0% |
| Admin fee / account holder | $29,219 | $4,395+564.8% | $5,329+448.3% | $5,403+440.8% |