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 | $35,564 | $138,065-74.2% | $123,544-71.2% | $135,375-73.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.74% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $3,408 | $5,151-33.9% | $4,628-26.4% | $4,779-28.7% |
| Participant deferral / active EE | $8,001 | $6,799+17.7% | $6,426+24.5% | $5,609+42.6% |
| Admin fee / account holder | $330 | $10,916-97.0% | $9,284-96.5% | $10,827-97.0% |