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 | $58,675 | $138,065-57.5% | $123,544-52.5% | $135,375-56.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.48% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $27,195 | $5,151+427.9% | $4,628+487.6% | $4,779+469.1% |
| Participant deferral / active EE | $19,724 | $6,799+190.1% | $6,426+207.0% | $5,609+251.7% |
| Admin fee / account holder | $1,667 | $10,916-84.7% | $9,284-82.0% | $10,827-84.6% |