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 | $68,833 | $138,065-50.1% | $123,544-44.3% | $135,375-49.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.59% | 153.68%-155.3pp | 119.20%-120.8pp | 519.73%-521.3pp |
| Employer contribution / active EE | $2,716 | $5,151-47.3% | $4,628-41.3% | $4,779-43.2% |
| Participant deferral / active EE | $15,887 | $6,799+133.7% | $6,426+147.2% | $5,609+183.2% |
| Admin fee / account holder | $21,362 | $10,916+95.7% | $9,284+130.1% | $10,827+97.3% |