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 | $62,434 | $160,055-61.0% | $140,016-55.4% | $135,375-53.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.91% | 911.38%-918.3pp | 651.12%-658.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $10,965 | $6,420+70.8% | $5,606+95.6% | $4,779+129.5% |
| Participant deferral / active EE | $24,466 | $7,642+220.2% | $6,927+253.2% | $5,609+336.2% |
| Admin fee / account holder | $78,443 | $13,328+488.6% | $10,705+632.7% | $10,827+624.5% |