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 | $80,221 | $160,055-49.9% | $140,016-42.7% | $135,375-40.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.31% | 911.38%-917.7pp | 651.12%-657.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,722 | $6,420-42.0% | $5,606-33.6% | $4,779-22.1% |
| Participant deferral / active EE | $15,582 | $7,642+103.9% | $6,927+124.9% | $5,609+177.8% |
| Admin fee / account holder | $705 | $13,328-94.7% | $10,705-93.4% | $10,827-93.5% |