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 | $98,036 | $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 | -3.68% | 153.68%-157.4pp | 119.20%-122.9pp | 519.73%-523.4pp |
| Employer contribution / active EE | $2,276 | $5,151-55.8% | $4,628-50.8% | $4,779-52.4% |
| Participant deferral / active EE | $7,183 | $6,799+5.6% | $6,426+11.8% | $5,609+28.1% |
| Admin fee / account holder | $33,269 | $10,916+204.8% | $9,284+258.4% | $10,827+207.3% |