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 | $114,338 | $160,055-28.6% | $140,016-18.3% | $135,375-15.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.32% | 911.38%-917.7pp | 651.12%-657.4pp | 519.73%-526.1pp |
| Employer contribution / active EE | $18,298 | $6,420+185.0% | $5,606+226.4% | $4,779+282.9% |
| Participant deferral / active EE | $18,146 | $7,642+137.5% | $6,927+162.0% | $5,609+223.5% |
| Admin fee / account holder | $30,381 | $13,328+127.9% | $10,705+183.8% | $10,827+180.6% |