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 | $235,618 | $138,065+70.7% | $123,544+90.7% | $135,375+74.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.14% | 153.68%-156.8pp | 119.20%-122.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $17,467 | $5,151+239.1% | $4,628+277.4% | $4,779+265.5% |
| Participant deferral / active EE | $4,220 | $6,799-37.9% | $6,426-34.3% | $5,609-24.8% |
| Admin fee / account holder | $876 | $10,916-92.0% | $9,284-90.6% | $10,827-91.9% |