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 | $95,409 | $180,449-47.1% | $154,107-38.1% | $135,375-29.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.57% | 888.09%-889.7pp | 735.12%-736.7pp | 519.73%-521.3pp |
| Employer contribution / active EE | $3,169 | $6,035-47.5% | $5,298-40.2% | $4,779-33.7% |
| Participant deferral / active EE | $2,946 | $5,806-49.3% | $5,081-42.0% | $5,609-47.5% |
| Admin fee / account holder | $195,334 | $16,143+1110.0% | $13,411+1356.5% | $10,827+1704.1% |