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 | $195,077 | $138,065+41.3% | $123,544+57.9% | $135,375+44.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.67% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,224 | $5,151-56.8% | $4,628-51.9% | $4,779-53.5% |
| Participant deferral / active EE | $4,401 | $6,799-35.3% | $6,426-31.5% | $5,609-21.5% |
| Admin fee / account holder | $48,319 | $10,916+342.7% | $9,284+420.5% | $10,827+346.3% |