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 | $41,091 | $160,055-74.3% | $140,016-70.7% | $135,375-69.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.07% | 911.38%-918.5pp | 651.12%-658.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,625 | $6,420-59.1% | $5,606-53.2% | $4,779-45.1% |
| Participant deferral / active EE | $4,000 | $7,642-47.7% | $6,927-42.3% | $5,609-28.7% |
| Admin fee / account holder | $480 | $13,328-96.4% | $10,705-95.5% | $10,827-95.6% |