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 | $60,102 | $138,065-56.5% | $123,544-51.4% | $135,375-55.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.08% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,460 | $5,151-52.2% | $4,628-46.8% | $4,779-48.5% |
| Participant deferral / active EE | $8,874 | $6,799+30.5% | $6,426+38.1% | $5,609+58.2% |
| Admin fee / account holder | $634 | $10,916-94.2% | $9,284-93.2% | $10,827-94.1% |