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 | $105,955 | $160,055-33.8% | $140,016-24.3% | $135,375-21.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.71% | 911.38%-919.1pp | 651.12%-658.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $10,673 | $6,420+66.2% | $5,606+90.4% | $4,779+123.4% |
| Participant deferral / active EE | $4,800 | $7,642-37.2% | $6,927-30.7% | $5,609-14.4% |
| Admin fee / account holder | $14,834 | $13,328+11.3% | $10,705+38.6% | $10,827+37.0% |