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 | $202,000 | $99,640+102.7% | $86,436+133.7% | $134,475+50.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.28% | 6782.58%-6798.9pp | 4394.89%-4411.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $3,444 | $4,400-21.7% | $3,769-8.6% | $4,740-27.3% |
| Participant deferral / active EE | $5,325 | $7,246-26.5% | $6,952-23.4% | $6,400-16.8% |
| Admin fee / account holder | $6,609 | $8,371-21.1% | $6,731-1.8% | $11,426-42.2% |