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 | $144,006 | $90,600+58.9% | $79,464+81.2% | $135,375+6.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.90% | 977.43%-985.3pp | 718.14%-726.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,579 | $3,068-15.9% | $2,800-7.9% | $4,779-46.0% |
| Participant deferral / active EE | $10,616 | $4,050+162.1% | $3,704+186.6% | $5,609+89.3% |
| Admin fee / account holder | $1,857 | $5,907-68.6% | $5,113-63.7% | $10,827-82.9% |