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 | $112,253 | $138,065-18.7% | $123,544-9.1% | $135,375-17.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.20% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $9,972 | $5,151+93.6% | $4,628+115.5% | $4,779+108.7% |
| Participant deferral / active EE | $5,174 | $6,799-23.9% | $6,426-19.5% | $5,609-7.8% |
| Admin fee / account holder | $641 | $10,916-94.1% | $9,284-93.1% | $10,827-94.1% |