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 | $76,560 | $138,065-44.5% | $123,544-38.0% | $135,375-43.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.75% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $6,000 | $5,151+16.5% | $4,628+29.7% | $4,779+25.6% |
| Participant deferral / active EE | $7,251 | $6,799+6.6% | $6,426+12.8% | $5,609+29.3% |
| Admin fee / account holder | $35,281 | $10,916+223.2% | $9,284+280.0% | $10,827+225.9% |