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 | $99,885 | $138,065-27.7% | $123,544-19.2% | $135,375-26.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.84% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,885 | $5,151-44.0% | $4,628-37.7% | $4,779-39.6% |
| Participant deferral / active EE | $7,014 | $6,799+3.2% | $6,426+9.2% | $5,609+25.1% |
| Admin fee / account holder | $30,160 | $10,916+176.3% | $9,284+224.9% | $10,827+178.6% |