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 | $126,312 | $90,600+39.4% | $79,464+59.0% | $135,375-6.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.30% | 977.43%-981.7pp | 718.14%-722.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $6,540 | $3,068+113.2% | $2,800+133.6% | $4,779+36.9% |
| Participant deferral / active EE | $3,040 | $4,050-24.9% | $3,704-17.9% | $5,609-45.8% |
| Admin fee / account holder | $16,058 | $5,907+171.9% | $5,113+214.1% | $10,827+48.3% |