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 | $86,335 | $138,065-37.5% | $123,544-30.1% | $135,375-36.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.86% | 153.68%-159.5pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,683 | $5,151-67.3% | $4,628-63.6% | $4,779-64.8% |
| Participant deferral / active EE | $2,421 | $6,799-64.4% | $6,426-62.3% | $5,609-56.8% |
| Admin fee / account holder | $651 | $10,916-94.0% | $9,284-93.0% | $10,827-94.0% |