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 | $81,048 | $138,065-41.3% | $123,544-34.4% | $135,375-40.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.05% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.8pp |
| Employer contribution / active EE | $7,143 | $5,151+38.7% | $4,628+54.3% | $4,779+49.5% |
| Participant deferral / active EE | $2,731 | $6,799-59.8% | $6,426-57.5% | $5,609-51.3% |
| Admin fee / account holder | $149,209 | $10,916+1266.9% | $9,284+1507.2% | $10,827+1278.1% |