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 | $118,989 | $160,055-25.7% | $140,016-15.0% | $135,375-12.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.27% | 911.38%-911.7pp | 651.12%-651.4pp | 519.73%-520.0pp |
| Employer contribution / active EE | $3,491 | $6,420-45.6% | $5,606-37.7% | $4,779-27.0% |
| Participant deferral / active EE | $10,051 | $7,642+31.5% | $6,927+45.1% | $5,609+79.2% |
| Admin fee / account holder | $5,500 | $13,328-58.7% | $10,705-48.6% | $10,827-49.2% |