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 | $63,932 | $160,055-60.1% | $140,016-54.3% | $135,375-52.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.49% | 911.38%-916.9pp | 651.12%-656.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,862 | $6,420-55.4% | $5,606-49.0% | $4,779-40.1% |
| Participant deferral / active EE | $12,372 | $7,642+61.9% | $6,927+78.6% | $5,609+120.6% |
| Admin fee / account holder | $27,752 | $13,328+108.2% | $10,705+159.2% | $10,827+156.3% |