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 | $116,875 | $138,065-15.3% | $123,544-5.4% | $135,375-13.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.66% | 153.68%-158.3pp | 119.20%-123.9pp | 519.73%-524.4pp |
| Employer contribution / active EE | $8,260 | $5,151+60.3% | $4,628+78.5% | $4,779+72.9% |
| Participant deferral / active EE | $3,481 | $6,799-48.8% | $6,426-45.8% | $5,609-37.9% |
| Admin fee / account holder | $17,232 | $10,916+57.9% | $9,284+85.6% | $10,827+59.2% |