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 | $108,389 | $160,055-32.3% | $140,016-22.6% | $135,375-19.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.30% | 911.38%-916.7pp | 651.12%-656.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $21,132 | $6,420+229.1% | $5,606+277.0% | $4,779+342.2% |
| Participant deferral / active EE | $13,548 | $7,642+77.3% | $6,927+95.6% | $5,609+141.6% |
| Admin fee / account holder | $390 | $13,328-97.1% | $10,705-96.4% | $10,827-96.4% |