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 | $102,752 | $138,065-25.6% | $123,544-16.8% | $135,375-24.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.46% | 153.68%-160.1pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $13,060 | $5,151+153.5% | $4,628+182.2% | $4,779+173.3% |
| Participant deferral / active EE | $8,490 | $6,799+24.9% | $6,426+32.1% | $5,609+51.4% |
| Admin fee / account holder | $12,790 | $10,916+17.2% | $9,284+37.8% | $10,827+18.1% |