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 | $61,615 | $138,065-55.4% | $123,544-50.1% | $135,375-54.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.06% | 153.68%-156.7pp | 119.20%-122.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $3,818 | $5,151-25.9% | $4,628-17.5% | $4,779-20.1% |
| Participant deferral / active EE | $7,051 | $6,799+3.7% | $6,426+9.7% | $5,609+25.7% |
| Admin fee / account holder | $111,705 | $10,916+923.3% | $9,284+1103.2% | $10,827+931.7% |