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 | $87,481 | $160,055-45.3% | $140,016-37.5% | $135,375-35.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.99% | 911.38%-917.4pp | 651.12%-657.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $5,101 | $6,420-20.6% | $5,606-9.0% | $4,779+6.7% |
| Participant deferral / active EE | $14,573 | $7,642+90.7% | $6,927+110.4% | $5,609+159.8% |
| Admin fee / account holder | $28,218 | $13,328+111.7% | $10,705+163.6% | $10,827+160.6% |