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 | $122,884 | $138,065-11.0% | $123,544-0.5% | $135,375-9.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.49% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,610 | $5,151-29.9% | $4,628-22.0% | $4,779-24.4% |
| Participant deferral / active EE | $7,022 | $6,799+3.3% | $6,426+9.3% | $5,609+25.2% |
| Admin fee / account holder | $552 | $10,916-94.9% | $9,284-94.1% | $10,827-94.9% |