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 | $121,328 | $138,065-12.1% | $123,544-1.8% | $135,375-10.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.41% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $11,668 | $5,151+126.5% | $4,628+152.1% | $4,779+144.2% |
| Participant deferral / active EE | $10,620 | $6,799+56.2% | $6,426+65.3% | $5,609+89.3% |
| Admin fee / account holder | $4,839 | $10,916-55.7% | $9,284-47.9% | $10,827-55.3% |