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 | $63,760 | $138,065-53.8% | $123,544-48.4% | $135,375-52.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.55% | 153.68%-157.2pp | 119.20%-122.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $13,127 | $5,151+154.8% | $4,628+183.6% | $4,779+174.7% |
| Participant deferral / active EE | $6,422 | $6,799-5.6% | $6,426-0.1% | $5,609+14.5% |
| Admin fee / account holder | $19,791 | $10,916+81.3% | $9,284+113.2% | $10,827+82.8% |