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 | $63,027 | $95,193-33.8% | $76,523-17.6% | $135,375-53.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -0.97% | 4.85%-5.8pp | -0.27%-0.7pp | 519.73%-520.7pp |
| Employer contribution / active EE | $36,750 | $3,302+1012.8% | $2,647+1288.3% | $4,779+669.0% |
| Participant deferral / active EE | $24,250 | $4,639+422.7% | $3,835+532.3% | $5,609+332.4% |
| Admin fee / account holder | $86,331 | $6,249+1281.6% | $4,848+1680.7% | $10,827+697.4% |