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 | $115,382 | $160,055-27.9% | $140,016-17.6% | $135,375-14.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.45% | 911.38%-918.8pp | 651.12%-658.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $7,048 | $6,420+9.8% | $5,606+25.7% | $4,779+47.5% |
| Participant deferral / active EE | $4,000 | $7,642-47.7% | $6,927-42.3% | $5,609-28.7% |
| Admin fee / account holder | $4,878 | $13,328-63.4% | $10,705-54.4% | $10,827-54.9% |