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 | $103,202 | $160,055-35.5% | $140,016-26.3% | $135,375-23.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.69% | 911.38%-917.1pp | 651.12%-656.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,489 | $6,420-45.7% | $5,606-37.8% | $4,779-27.0% |
| Participant deferral / active EE | $14,567 | $7,642+90.6% | $6,927+110.3% | $5,609+159.7% |
| Admin fee / account holder | $15,392 | $13,328+15.5% | $10,705+43.8% | $10,827+42.2% |