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 | $148,467 | $90,600+63.9% | $79,464+86.8% | $135,375+9.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.61% | 977.43%-983.0pp | 718.14%-723.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $5,379 | $3,068+75.3% | $2,800+92.1% | $4,779+12.6% |
| Participant deferral / active EE | $8,954 | $4,050+121.1% | $3,704+141.7% | $5,609+59.6% |
| Admin fee / account holder | $24,353 | $5,907+312.3% | $5,113+376.3% | $10,827+124.9% |