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 | $109,067 | $138,065-21.0% | $123,544-11.7% | $135,375-19.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.36% | 153.68%-160.0pp | 119.20%-125.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,143 | $5,151-58.4% | $4,628-53.7% | $4,779-55.2% |
| Participant deferral / active EE | $9,732 | $6,799+43.1% | $6,426+51.5% | $5,609+73.5% |
| Admin fee / account holder | $549 | $10,916-95.0% | $9,284-94.1% | $10,827-94.9% |