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 | $100,109 | $160,055-37.5% | $140,016-28.5% | $135,375-26.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.56% | 911.38%-912.9pp | 651.12%-652.7pp | 519.73%-521.3pp |
| Employer contribution / active EE | $8,696 | $6,420+35.4% | $5,606+55.1% | $4,779+82.0% |
| Participant deferral / active EE | $6,803 | $7,642-11.0% | $6,927-1.8% | $5,609+21.3% |
| Admin fee / account holder | $210,954 | $13,328+1482.8% | $10,705+1870.6% | $10,827+1848.4% |