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 | $66,111 | $138,065-52.1% | $123,544-46.5% | $135,375-51.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.27% | 153.68%-156.0pp | 119.20%-121.5pp | 519.73%-522.0pp |
| Employer contribution / active EE | $2,260 | $5,151-56.1% | $4,628-51.2% | $4,779-52.7% |
| Participant deferral / active EE | $2,930 | $6,799-56.9% | $6,426-54.4% | $5,609-47.8% |
| Admin fee / account holder | $32,875 | $10,916+201.2% | $9,284+254.1% | $10,827+203.6% |