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 | $45,023 | $138,044-67.4% | $125,339-64.1% | $134,475-66.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.44% | 750.33%-759.8pp | 572.05%-581.5pp | 417.96%-427.4pp |
| Employer contribution / active EE | $8,334 | $5,243+59.0% | $4,814+73.1% | $4,740+75.8% |
| Participant deferral / active EE | $20,554 | $7,799+163.6% | $7,446+176.0% | $6,400+221.2% |
| Admin fee / account holder | $14,148 | $11,571+22.3% | $10,010+41.3% | $11,426+23.8% |