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 | $115,527 | $90,600+27.5% | $79,464+45.4% | $135,375-14.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.11% | 977.43%-985.5pp | 718.14%-726.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $7,149 | $3,068+133.0% | $2,800+155.3% | $4,779+49.6% |
| Participant deferral / active EE | $10,909 | $4,050+169.3% | $3,704+194.5% | $5,609+94.5% |
| Admin fee / account holder | $1,006 | $5,907-83.0% | $5,113-80.3% | $10,827-90.7% |