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 | $108,506 | $138,065-21.4% | $123,544-12.2% | $135,375-19.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.45% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $3,303 | $5,151-35.9% | $4,628-28.6% | $4,779-30.9% |
| Participant deferral / active EE | $19,043 | $6,799+180.1% | $6,426+196.4% | $5,609+239.5% |
| Admin fee / account holder | $1,564 | $10,916-85.7% | $9,284-83.2% | $10,827-85.6% |