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 | $107,135 | $138,065-22.4% | $123,544-13.3% | $135,375-20.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.49% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $7,186 | $5,151+39.5% | $4,628+55.3% | $4,779+50.4% |
| Participant deferral / active EE | $8,838 | $6,799+30.0% | $6,426+37.6% | $5,609+57.6% |
| Admin fee / account holder | $17,590 | $10,916+61.1% | $9,284+89.5% | $10,827+62.5% |