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 | $187,797 | $82,630+127.3% | $64,105+193.0% | $125,391+49.8% |
| Participation rate | 83.3% | 75.9%+7.5pp | 68.2%+15.2pp | 83.2%+0.1pp |
| Annual return | -1.86% | 1489.72%-1491.6pp | 791.24%-793.1pp | 282.22%-284.1pp |
| Employer contribution / active EE | $11,365 | $2,671+325.4% | $1,820+524.5% | $4,866+133.6% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,720 | $6,382-73.0% | $4,499-61.8% | $9,540-82.0% |