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 | $70,743 | $138,065-48.8% | $123,544-42.7% | $135,375-47.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.01% | 153.68%-157.7pp | 119.20%-123.2pp | 519.73%-523.7pp |
| Employer contribution / active EE | $8,275 | $5,151+60.6% | $4,628+78.8% | $4,779+73.2% |
| Participant deferral / active EE | $12,989 | $6,799+91.0% | $6,426+102.1% | $5,609+131.6% |
| Admin fee / account holder | $6,924 | $10,916-36.6% | $9,284-25.4% | $10,827-36.1% |