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 | $136,953 | $90,600+51.2% | $79,464+72.3% | $135,375+1.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.47% | 977.43%-981.9pp | 718.14%-722.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $16,319 | $3,068+431.9% | $2,800+482.7% | $4,779+241.5% |
| Participant deferral / active EE | $9,031 | $4,050+123.0% | $3,704+143.8% | $5,609+61.0% |
| Admin fee / account holder | $5,924 | $5,907+0.3% | $5,113+15.9% | $10,827-45.3% |