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 | $30,408 | $138,065-78.0% | $123,544-75.4% | $135,375-77.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.02% | 153.68%-154.7pp | 119.20%-120.2pp | 519.73%-520.8pp |
| Employer contribution / active EE | $4,073 | $5,151-20.9% | $4,628-12.0% | $4,779-14.8% |
| Participant deferral / active EE | $10,127 | $6,799+48.9% | $6,426+57.6% | $5,609+80.6% |
| Admin fee / account holder | $128,102 | $10,916+1073.5% | $9,284+1279.8% | $10,827+1083.2% |