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 | $98,069 | $138,065-29.0% | $123,544-20.6% | $135,375-27.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.47% | 153.68%-156.2pp | 119.20%-121.7pp | 519.73%-522.2pp |
| Employer contribution / active EE | $5,314 | $5,151+3.1% | $4,628+14.8% | $4,779+11.2% |
| Participant deferral / active EE | $8,666 | $6,799+27.5% | $6,426+34.9% | $5,609+54.5% |
| Admin fee / account holder | $77,333 | $10,916+608.5% | $9,284+733.0% | $10,827+614.3% |