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 | $105,072 | $160,055-34.4% | $140,016-25.0% | $135,375-22.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.76% | 911.38%-917.1pp | 651.12%-656.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $8,781 | $6,420+36.8% | $5,606+56.6% | $4,779+83.7% |
| Participant deferral / active EE | $8,776 | $7,642+14.9% | $6,927+26.7% | $5,609+56.5% |
| Admin fee / account holder | $33,711 | $13,328+152.9% | $10,705+214.9% | $10,827+211.4% |