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 | $63,746 | $180,449-64.7% | $154,107-58.6% | $135,375-52.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.48% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,155 | $6,035-47.7% | $5,298-40.4% | $4,779-34.0% |
| Participant deferral / active EE | $8,322 | $5,806+43.3% | $5,081+63.8% | $5,609+48.4% |
| Admin fee / account holder | $347 | $16,143-97.8% | $13,411-97.4% | $10,827-96.8% |