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 | $94,294 | $138,065-31.7% | $123,544-23.7% | $135,375-30.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.76% | 153.68%-159.4pp | 119.20%-125.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,506 | $5,151-51.3% | $4,628-45.8% | $4,779-47.6% |
| Participant deferral / active EE | $13,916 | $6,799+104.7% | $6,426+116.6% | $5,609+148.1% |
| Admin fee / account holder | $168,683 | $10,916+1445.3% | $9,284+1717.0% | $10,827+1458.0% |