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 | $114,394 | $160,055-28.5% | $140,016-18.3% | $135,375-15.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.52% | 911.38%-911.9pp | 651.12%-651.6pp | 519.73%-520.3pp |
| Employer contribution / active EE | $3,760 | $6,420-41.4% | $5,606-32.9% | $4,779-21.3% |
| Participant deferral / active EE | $8,500 | $7,642+11.2% | $6,927+22.7% | $5,609+51.6% |
| Admin fee / account holder | $100,000 | $13,328+650.3% | $10,705+834.1% | $10,827+823.6% |