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 | $212,846 | $90,600+134.9% | $79,464+167.9% | $135,375+57.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.68% | 977.43%-986.1pp | 718.14%-726.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $9,818 | $3,068+220.0% | $2,800+250.6% | $4,779+105.5% |
| Participant deferral / active EE | $9,768 | $4,050+141.2% | $3,704+163.7% | $5,609+74.1% |
| Admin fee / account holder | $9,751 | $5,907+65.1% | $5,113+90.7% | $10,827-9.9% |