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 | $111,357 | $138,065-19.3% | $123,544-9.9% | $135,375-17.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.19% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,321 | $5,151-35.5% | $4,628-28.2% | $4,779-30.5% |
| Participant deferral / active EE | $4,784 | $6,799-29.6% | $6,426-25.5% | $5,609-14.7% |
| Admin fee / account holder | $4,853 | $10,916-55.5% | $9,284-47.7% | $10,827-55.2% |