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 | $167,842 | $90,600+85.3% | $79,464+111.2% | $135,375+24.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.64% | 977.43%-978.1pp | 718.14%-718.8pp | 519.73%-520.4pp |
| Employer contribution / active EE | $6,100 | $3,068+98.8% | $2,800+117.8% | $4,779+27.6% |
| Participant deferral / active EE | $4,900 | $4,050+21.0% | $3,704+32.3% | $5,609-12.6% |
| Admin fee / account holder | $121,850 | $5,907+1962.9% | $5,113+2283.2% | $10,827+1025.4% |