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 | $113,056 | $90,600+24.8% | $79,464+42.3% | $135,375-16.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.56% | 977.43%-982.0pp | 718.14%-722.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $5,542 | $3,068+80.7% | $2,800+97.9% | $4,779+16.0% |
| Participant deferral / active EE | $4,571 | $4,050+12.9% | $3,704+23.4% | $5,609-18.5% |
| Admin fee / account holder | $48,307 | $5,907+717.8% | $5,113+844.8% | $10,827+346.2% |