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 | $97,736 | $90,600+7.9% | $79,464+23.0% | $135,375-27.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.34% | 977.43%-978.8pp | 718.14%-719.5pp | 519.73%-521.1pp |
| Employer contribution / active EE | $3,808 | $3,068+24.1% | $2,800+36.0% | $4,779-20.3% |
| Participant deferral / active EE | $7,318 | $4,050+80.7% | $3,704+97.6% | $5,609+30.5% |
| Admin fee / account holder | $6,551 | $5,907+10.9% | $5,113+28.1% | $10,827-39.5% |