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 | $99,264 | $138,065-28.1% | $123,544-19.7% | $135,375-26.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.67% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $14,795 | $5,151+187.2% | $4,628+219.7% | $4,779+209.6% |
| Participant deferral / active EE | $4,083 | $6,799-39.9% | $6,426-36.5% | $5,609-27.2% |
| Admin fee / account holder | $815 | $10,916-92.5% | $9,284-91.2% | $10,827-92.5% |