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 | $143,687 | $90,600+58.6% | $79,464+80.8% | $135,375+6.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.56% | 977.43%-985.0pp | 718.14%-725.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $500 | $3,068-83.7% | $2,800-82.1% | $4,779-89.5% |
| Participant deferral / active EE | $6,018 | $4,050+48.6% | $3,704+62.5% | $5,609+7.3% |
| Admin fee / account holder | $982 | $5,907-83.4% | $5,113-80.8% | $10,827-90.9% |