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 | $111,309 | $138,065-19.4% | $123,544-9.9% | $135,375-17.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.49% | 153.68%-156.2pp | 119.20%-121.7pp | 519.73%-522.2pp |
| Employer contribution / active EE | $5,057 | $5,151-1.8% | $4,628+9.3% | $4,779+5.8% |
| Participant deferral / active EE | $10,968 | $6,799+61.3% | $6,426+70.7% | $5,609+95.5% |
| Admin fee / account holder | $5,119 | $10,916-53.1% | $9,284-44.9% | $10,827-52.7% |