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 | $80,679 | $168,632-52.2% | $147,614-45.3% | $125,391-35.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.87% | 77.65%-79.5pp | 61.98%-63.8pp | 282.22%-284.1pp |
| Employer contribution / active EE | $2,124 | $6,252-66.0% | $5,564-61.8% | $4,866-56.3% |
| Participant deferral / active EE | $2,994 | $5,507-45.6% | $4,895-38.8% | $5,352-44.0% |
| Admin fee / account holder | $3,948 | $13,580-70.9% | $11,611-66.0% | $9,540-58.6% |