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 | $166,497 | $97,757+70.3% | $83,848+98.6% | $135,375+23.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.36% | 1287.37%-1292.7pp | 850.88%-856.2pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,283 | $4,222-45.9% | $3,631-37.1% | $4,779-52.2% |
| Participant deferral / active EE | $8,551 | $4,682+82.6% | $4,082+109.5% | $5,609+52.5% |
| Admin fee / account holder | $80,065 | $6,674+1099.7% | $5,478+1361.5% | $10,827+639.5% |