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 | $29,220 | $180,449-83.8% | $154,107-81.0% | $135,375-78.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.00% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $6,036 | $6,0350% | $5,298+13.9% | $4,779+26.3% |
| Participant deferral / active EE | $6,183 | $5,806+6.5% | $5,081+21.7% | $5,609+10.2% |
| Admin fee / account holder | $1,025 | $16,143-93.6% | $13,411-92.4% | $10,827-90.5% |