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 | $77,683 | $138,065-43.7% | $123,544-37.1% | $135,375-42.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.12% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $8,521 | $5,151+65.4% | $4,628+84.1% | $4,779+78.3% |
| Participant deferral / active EE | $8,977 | $6,799+32.0% | $6,426+39.7% | $5,609+60.0% |
| Admin fee / account holder | $4,289 | $10,916-60.7% | $9,284-53.8% | $10,827-60.4% |