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 | $77,908 | $57,354+35.8% | $83,848-7.1% | $64,186+21.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.10% | 11.38%-16.5pp | 850.88%-856.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $8,345 | $2,545+227.9% | $3,631+129.8% | $2,381+250.5% |
| Participant deferral / active EE | $6,000 | $2,993+100.5% | $4,082+47.0% | $3,470+72.9% |
| Admin fee / account holder | $27,771 | $4,046+586.5% | $5,478+406.9% | $4,888+468.1% |