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 | $110,296 | $138,065-20.1% | $123,544-10.7% | $135,375-18.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.65% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $5,268 | $5,151+2.3% | $4,628+13.8% | $4,779+10.2% |
| Participant deferral / active EE | $10,784 | $6,799+58.6% | $6,426+67.8% | $5,609+92.3% |
| Admin fee / account holder | $867 | $10,916-92.1% | $9,284-90.7% | $10,827-92.0% |