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 | $81,068 | $160,055-49.3% | $140,016-42.1% | $135,375-40.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.76% | 911.38%-917.1pp | 651.12%-656.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $3,830 | $6,420-40.3% | $5,606-31.7% | $4,779-19.9% |
| Participant deferral / active EE | $4,524 | $7,642-40.8% | $6,927-34.7% | $5,609-19.3% |
| Admin fee / account holder | $39,734 | $13,328+198.1% | $10,705+271.2% | $10,827+267.0% |