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 | $65,529 | $135,635-51.7% | $110,238-40.6% | $135,375-51.6% |
| Participation rate | 95.5% | 83.5%+12.0pp | 79.8%+15.6pp | 82.6%+12.8pp |
| Annual return | -0.86% | 513.19%-514.0pp | 314.74%-315.6pp | 519.73%-520.6pp |
| Employer contribution / active EE | $7,955 | $4,906+62.1% | $3,826+107.9% | $4,779+66.5% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,947 | $11,457-30.6% | $8,547-7.0% | $10,827-26.6% |