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 | $80,419 | $160,055-49.8% | $140,016-42.6% | $135,375-40.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.14% | 911.38%-916.5pp | 651.12%-656.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $8,104 | $6,420+26.2% | $5,606+44.6% | $4,779+69.6% |
| Participant deferral / active EE | $10,583 | $7,642+38.5% | $6,927+52.8% | $5,609+88.7% |
| Admin fee / account holder | $4,612 | $13,328-65.4% | $10,705-56.9% | $10,827-57.4% |