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 | $33,495 | $138,065-75.7% | $123,544-72.9% | $135,375-75.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.22% | 153.68%-156.9pp | 119.20%-122.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $1,923 | $5,151-62.7% | $4,628-58.4% | $4,779-59.8% |
| Participant deferral / active EE | $4,654 | $6,799-31.5% | $6,426-27.6% | $5,609-17.0% |
| Admin fee / account holder | $19,204 | $10,916+75.9% | $9,284+106.9% | $10,827+77.4% |