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 | $101,827 | $138,065-26.2% | $123,544-17.6% | $135,375-24.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.59% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,818 | $5,151-64.7% | $4,628-60.7% | $4,779-62.0% |
| Participant deferral / active EE | $17,566 | $6,799+158.4% | $6,426+173.4% | $5,609+213.2% |
| Admin fee / account holder | $1,491 | $10,916-86.3% | $9,284-83.9% | $10,827-86.2% |