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 | $108,896 | $138,065-21.1% | $123,544-11.9% | $135,375-19.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.35% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $4,261 | $5,151-17.3% | $4,628-7.9% | $4,779-10.8% |
| Participant deferral / active EE | $10,063 | $6,799+48.0% | $6,426+56.6% | $5,609+79.4% |
| Admin fee / account holder | $5,814 | $10,916-46.7% | $9,284-37.4% | $10,827-46.3% |