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 | $108,910 | $138,065-21.1% | $123,544-11.8% | $135,375-19.5% |
| 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 | $24,515 | $5,151+375.9% | $4,628+429.7% | $4,779+413.0% |
| Participant deferral / active EE | $21,607 | $6,799+217.8% | $6,426+236.3% | $5,609+285.2% |
| Admin fee / account holder | $19,199 | $10,916+75.9% | $9,284+106.8% | $10,827+77.3% |