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 | $34,932 | $160,055-78.2% | $140,016-75.1% | $135,375-74.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.97% | 911.38%-918.4pp | 651.12%-658.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,255 | $6,420-64.9% | $5,606-59.8% | $4,779-52.8% |
| Participant deferral / active EE | $8,149 | $7,642+6.6% | $6,927+17.6% | $5,609+45.3% |
| Admin fee / account holder | $2,559 | $13,328-80.8% | $10,705-76.1% | $10,827-76.4% |