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 | $98,784 | $160,055-38.3% | $140,016-29.4% | $135,375-27.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.80% | 911.38%-914.2pp | 651.12%-653.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $14,316 | $6,420+123.0% | $5,606+155.4% | $4,779+199.6% |
| Participant deferral / active EE | $11,417 | $7,642+49.4% | $6,927+64.8% | $5,609+103.5% |
| Admin fee / account holder | $5,327 | $13,328-60.0% | $10,705-50.2% | $10,827-50.8% |