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 | $110,180 | $138,044-20.2% | $125,339-12.1% | $134,475-18.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.17% | 750.33%-750.2pp | 572.05%-571.9pp | 417.96%-417.8pp |
| Employer contribution / active EE | $3,135 | $5,243-40.2% | $4,814-34.9% | $4,740-33.9% |
| Participant deferral / active EE | $16,178 | $7,799+107.4% | $7,446+117.3% | $6,400+152.8% |
| Admin fee / account holder | $943,693 | $11,571+8055.5% | $10,010+9328.0% | $11,426+8159.2% |