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 | $89,192 | $138,065-35.4% | $123,544-27.8% | $135,375-34.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.12% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $897 | $5,151-82.6% | $4,628-80.6% | $4,779-81.2% |
| Participant deferral / active EE | $7,246 | $6,799+6.6% | $6,426+12.8% | $5,609+29.2% |
| Admin fee / account holder | $422 | $10,916-96.1% | $9,284-95.4% | $10,827-96.1% |