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 | $169,888 | $95,193+78.5% | $76,523+122.0% | $135,375+25.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -0.32% | 4.85%-5.2pp | -0.27%0pp | 519.73%-520.0pp |
| Employer contribution / active EE | $7,500 | $3,302+127.1% | $2,647+183.3% | $4,779+56.9% |
| Participant deferral / active EE | $2,773 | $4,639-40.2% | $3,835-27.7% | $5,609-50.6% |
| Admin fee / account holder | $1,828 | $6,249-70.7% | $4,848-62.3% | $10,827-83.1% |