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 | $77,089 | $138,065-44.2% | $123,544-37.6% | $135,375-43.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.68% | 153.68%-157.4pp | 119.20%-122.9pp | 519.73%-523.4pp |
| Employer contribution / active EE | $4,604 | $5,151-10.6% | $4,628-0.5% | $4,779-3.7% |
| Participant deferral / active EE | $10,001 | $6,799+47.1% | $6,426+55.6% | $5,609+78.3% |
| Admin fee / account holder | $9,200 | $10,916-15.7% | $9,284-0.9% | $10,827-15.0% |