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 | $117,103 | $160,055-26.8% | $140,016-16.4% | $135,375-13.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.87% | 911.38%-916.3pp | 651.12%-656.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,712 | $6,420-73.3% | $5,606-69.5% | $4,779-64.2% |
| Participant deferral / active EE | $3,548 | $7,642-53.6% | $6,927-48.8% | $5,609-36.7% |
| Admin fee / account holder | $1,284 | $13,328-90.4% | $10,705-88.0% | $10,827-88.1% |