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 | $113,941 | $180,449-36.9% | $154,107-26.1% | $135,375-15.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.37% | 888.09%-892.5pp | 735.12%-739.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $8,641 | $6,035+43.2% | $5,298+63.1% | $4,779+80.8% |
| Participant deferral / active EE | $4,633 | $5,806-20.2% | $5,081-8.8% | $5,609-17.4% |
| Admin fee / account holder | $34,245 | $16,143+112.1% | $13,411+155.3% | $10,827+216.3% |