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 3-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 | $103,386 | $138,044-25.1% | $125,339-17.5% | $134,475-23.1% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -11.46% | 750.33%-761.8pp | 572.05%-583.5pp | 417.96%-429.4pp |
| Employer contribution / active EE | $4,427 | $5,243-15.6% | $4,814-8.0% | $4,740-6.6% |
| Participant deferral / active EE | $5,441 | $7,799-30.2% | $7,446-26.9% | $6,400-15.0% |
| Admin fee / account holder | $26,399 | $11,571+128.1% | $10,010+163.7% | $11,426+131.0% |