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 | $103,679 | $160,055-35.2% | $140,016-26.0% | $135,375-23.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.14% | 911.38%-917.5pp | 651.12%-657.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $4,655 | $6,420-27.5% | $5,606-17.0% | $4,779-2.6% |
| Participant deferral / active EE | $11,346 | $7,642+48.5% | $6,927+63.8% | $5,609+102.3% |
| Admin fee / account holder | $20,322 | $13,328+52.5% | $10,705+89.8% | $10,827+87.7% |