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 | $109,837 | $138,065-20.4% | $123,544-11.1% | $135,375-18.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.94% | 153.68%-156.6pp | 119.20%-122.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $20,568 | $5,151+299.3% | $4,628+344.4% | $4,779+330.4% |
| Participant deferral / active EE | $5,511 | $6,799-19.0% | $6,426-14.2% | $5,609-1.8% |
| Admin fee / account holder | $656,923 | $10,916+5918.1% | $9,284+6976.0% | $10,827+5967.4% |