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 | $99,026 | $97,757+1.3% | $83,848+18.1% | $135,375-26.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.18% | 1287.37%-1293.6pp | 850.88%-857.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,219 | $4,222-23.8% | $3,631-11.4% | $4,779-32.6% |
| Participant deferral / active EE | $3,187 | $4,682-31.9% | $4,082-21.9% | $5,609-43.2% |
| Admin fee / account holder | $459 | $6,674-93.1% | $5,478-91.6% | $10,827-95.8% |