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 | $68,126 | $180,449-62.2% | $154,107-55.8% | $135,375-49.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.56% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $10,607 | $6,035+75.8% | $5,298+100.2% | $4,779+122.0% |
| Participant deferral / active EE | $7,100 | $5,806+22.3% | $5,081+39.7% | $5,609+26.6% |
| Admin fee / account holder | $2,016 | $16,143-87.5% | $13,411-85.0% | $10,827-81.4% |