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 | $46,016 | $160,055-71.2% | $140,016-67.1% | $135,375-66.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.45% | 911.38%-917.8pp | 651.12%-657.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $6,290 | $6,420-2.0% | $5,606+12.2% | $4,779+31.6% |
| Participant deferral / active EE | $6,214 | $7,642-18.7% | $6,927-10.3% | $5,609+10.8% |
| Admin fee / account holder | $893 | $13,328-93.3% | $10,705-91.7% | $10,827-91.8% |