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 | $91,783 | $160,055-42.7% | $140,016-34.4% | $135,375-32.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.73% | 911.38%-920.1pp | 651.12%-659.8pp | 519.73%-528.5pp |
| Employer contribution / active EE | $3,589 | $6,420-44.1% | $5,606-36.0% | $4,779-24.9% |
| Participant deferral / active EE | $8,738 | $7,642+14.3% | $6,927+26.1% | $5,609+55.8% |
| Admin fee / account holder | $959 | $13,328-92.8% | $10,705-91.0% | $10,827-91.1% |