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 | $76,526 | $138,065-44.6% | $123,544-38.1% | $135,375-43.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.85% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $11,472 | $5,151+122.7% | $4,628+147.9% | $4,779+140.1% |
| Participant deferral / active EE | $9,767 | $6,799+43.6% | $6,426+52.0% | $5,609+74.1% |
| Admin fee / account holder | $1,225 | $10,916-88.8% | $9,284-86.8% | $10,827-88.7% |