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 | $80,608 | $138,065-41.6% | $123,544-34.8% | $135,375-40.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.37% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $5,891 | $5,151+14.4% | $4,628+27.3% | $4,779+23.3% |
| Participant deferral / active EE | $5,757 | $6,799-15.3% | $6,426-10.4% | $5,609+2.6% |
| Admin fee / account holder | $788 | $10,916-92.8% | $9,284-91.5% | $10,827-92.7% |