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 | $74,876 | $97,757-23.4% | $83,848-10.7% | $135,375-44.7% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -9.46% | 1287.37%-1296.8pp | 850.88%-860.3pp | 519.73%-529.2pp |
| Employer contribution / active EE | $14,625 | $4,222+246.4% | $3,631+302.8% | $4,779+206.1% |
| Participant deferral / active EE | $6,353 | $4,682+35.7% | $4,082+55.6% | $5,609+13.3% |
| Admin fee / account holder | $462 | $6,674-93.1% | $5,478-91.6% | $10,827-95.7% |