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 | $89,911 | $138,065-34.9% | $123,544-27.2% | $135,375-33.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.14% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $4,950 | $5,151-3.9% | $4,628+7.0% | $4,779+3.6% |
| Participant deferral / active EE | $13,808 | $6,799+103.1% | $6,426+114.9% | $5,609+146.2% |
| Admin fee / account holder | $7,793 | $10,916-28.6% | $9,284-16.1% | $10,827-28.0% |