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 | $67,861 | $138,065-50.8% | $123,544-45.1% | $135,375-49.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.47% | 153.68%-157.2pp | 119.20%-122.7pp | 519.73%-523.2pp |
| Employer contribution / active EE | $9,787 | $5,151+90.0% | $4,628+111.5% | $4,779+104.8% |
| Participant deferral / active EE | $6,739 | $6,799-0.9% | $6,426+4.9% | $5,609+20.1% |
| Admin fee / account holder | $1,464 | $10,916-86.6% | $9,284-84.2% | $10,827-86.5% |