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 | $114,069 | $160,055-28.7% | $140,016-18.5% | $135,375-15.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.23% | 911.38%-918.6pp | 651.12%-658.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $30,599 | $6,420+376.6% | $5,606+445.8% | $4,779+540.3% |
| Participant deferral / active EE | $25,692 | $7,642+236.2% | $6,927+270.9% | $5,609+358.1% |
| Admin fee / account holder | $109,723 | $13,328+723.3% | $10,705+924.9% | $10,827+913.4% |