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 9-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 | $58,971 | $138,065-57.3% | $123,544-52.3% | $135,375-56.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.32% | 153.68%-158.0pp | 119.20%-123.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $5,022 | $5,151-2.5% | $4,628+8.5% | $4,779+5.1% |
| Participant deferral / active EE | $3,770 | $6,799-44.5% | $6,426-41.3% | $5,609-32.8% |
| Admin fee / account holder | $28,700 | $10,916+162.9% | $9,284+209.1% | $10,827+165.1% |