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 | $104,503 | $138,065-24.3% | $123,544-15.4% | $135,375-22.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.70% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $3,961 | $5,151-23.1% | $4,628-14.4% | $4,779-17.1% |
| Participant deferral / active EE | $11,292 | $6,799+66.1% | $6,426+75.7% | $5,609+101.3% |
| Admin fee / account holder | $4,172 | $10,916-61.8% | $9,284-55.1% | $10,827-61.5% |