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 | $146,850 | $90,600+62.1% | $79,464+84.8% | $135,375+8.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.13% | 977.43%-983.6pp | 718.14%-724.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $17,041 | $3,068+455.5% | $2,800+508.5% | $4,779+256.6% |
| Participant deferral / active EE | $13,888 | $4,050+242.9% | $3,704+275.0% | $5,609+147.6% |
| Admin fee / account holder | $3,488 | $5,907-40.9% | $5,113-31.8% | $10,827-67.8% |