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 | $100,592 | $197,825-49.2% | $155,790-35.4% | $125,391-19.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.87% | 86.74%-89.6pp | 71.54%-74.4pp | 282.22%-285.1pp |
| Employer contribution / active EE | $28,333 | $4,847+484.6% | $3,836+638.6% | $4,866+482.3% |
| Participant deferral / active EE | $22,000 | $5,630+290.8% | $4,797+358.6% | $5,352+311.1% |
| Admin fee / account holder | $552 | $9,545-94.2% | $7,478-92.6% | $9,540-94.2% |