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 | $106,455 | $138,065-22.9% | $123,544-13.8% | $135,375-21.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.68% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $3,830 | $5,151-25.7% | $4,628-17.2% | $4,779-19.9% |
| Participant deferral / active EE | $8,179 | $6,799+20.3% | $6,426+27.3% | $5,609+45.8% |
| Admin fee / account holder | $1,793 | $10,916-83.6% | $9,284-80.7% | $10,827-83.4% |