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 | $63,060 | $99,640-36.7% | $86,436-27.0% | $134,475-53.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.39% | 6782.58%-6795.0pp | 4394.89%-4407.3pp | 417.96%-430.4pp |
| Employer contribution / active EE | $17,290 | $4,400+292.9% | $3,769+358.8% | $4,740+264.8% |
| Participant deferral / active EE | $13,967 | $7,246+92.7% | $6,952+100.9% | $6,400+118.2% |
| Admin fee / account holder | $41,325 | $8,371+393.6% | $6,731+514.0% | $11,426+261.7% |