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 | $107,098 | $138,065-22.4% | $123,544-13.3% | $135,375-20.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.41% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $4,236 | $5,151-17.8% | $4,628-8.5% | $4,779-11.4% |
| Participant deferral / active EE | $5,680 | $6,799-16.5% | $6,426-11.6% | $5,609+1.3% |
| Admin fee / account holder | $5,811 | $10,916-46.8% | $9,284-37.4% | $10,827-46.3% |