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 | $50,513 | $138,065-63.4% | $123,544-59.1% | $135,375-62.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.77% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $4,040 | $5,151-21.6% | $4,628-12.7% | $4,779-15.5% |
| Participant deferral / active EE | $7,846 | $6,799+15.4% | $6,426+22.1% | $5,609+39.9% |
| Admin fee / account holder | $1,242 | $10,916-88.6% | $9,284-86.6% | $10,827-88.5% |