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 | $125,019 | $160,055-21.9% | $140,016-10.7% | $135,375-7.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.76% | 911.38%-920.1pp | 651.12%-659.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $9,173 | $6,420+42.9% | $5,606+63.6% | $4,779+92.0% |
| Participant deferral / active EE | $7,149 | $7,642-6.4% | $6,927+3.2% | $5,609+27.5% |
| Admin fee / account holder | $2,079 | $13,328-84.4% | $10,705-80.6% | $10,827-80.8% |