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 | $117,472 | $99,640+17.9% | $86,436+35.9% | $134,475-12.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.38% | 6782.58%-6802.0pp | 4394.89%-4414.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,737 | $4,400-37.8% | $3,769-27.4% | $4,740-42.3% |
| Participant deferral / active EE | $3,333 | $7,246-54.0% | $6,952-52.1% | $6,400-47.9% |
| Admin fee / account holder | $2,348 | $8,371-71.9% | $6,731-65.1% | $11,426-79.4% |