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 | $106,092 | $138,065-23.2% | $123,544-14.1% | $135,375-21.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.80% | 153.68%-156.5pp | 119.20%-122.0pp | 519.73%-522.5pp |
| Employer contribution / active EE | $8,856 | $5,151+71.9% | $4,628+91.4% | $4,779+85.3% |
| Participant deferral / active EE | $9,556 | $6,799+40.5% | $6,426+48.7% | $5,609+70.4% |
| Admin fee / account holder | $230,699 | $10,916+2013.4% | $9,284+2384.9% | $10,827+2030.8% |