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 7-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 | $105,970 | $138,065-23.2% | $123,544-14.2% | $135,375-21.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.17% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,690 | $5,151-67.2% | $4,628-63.5% | $4,779-64.6% |
| Participant deferral / active EE | $6,474 | $6,799-4.8% | $6,426+0.8% | $5,609+15.4% |
| Admin fee / account holder | $911 | $10,916-91.7% | $9,284-90.2% | $10,827-91.6% |