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 | $34,975 | $180,449-80.6% | $154,107-77.3% | $135,375-74.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.90% | 888.09%-892.0pp | 735.12%-739.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $10,124 | $6,035+67.8% | $5,298+91.1% | $4,779+111.9% |
| Participant deferral / active EE | $4,843 | $5,806-16.6% | $5,081-4.7% | $5,609-13.7% |
| Admin fee / account holder | $323 | $16,143-98.0% | $13,411-97.6% | $10,827-97.0% |