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 | $138,391 | $99,640+38.9% | $86,436+60.1% | $134,475+2.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.42% | 6782.58%-6801.0pp | 4394.89%-4413.3pp | 417.96%-436.4pp |
| Employer contribution / active EE | $8,905 | $4,400+102.4% | $3,769+136.3% | $4,740+87.9% |
| Participant deferral / active EE | $11,518 | $7,246+59.0% | $6,952+65.7% | $6,400+80.0% |
| Admin fee / account holder | $23,936 | $8,371+185.9% | $6,731+255.6% | $11,426+109.5% |