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 | $25,838 | $138,065-81.3% | $123,544-79.1% | $135,375-80.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.29% | 153.68%-155.0pp | 119.20%-120.5pp | 519.73%-521.0pp |
| Employer contribution / active EE | $5,002 | $5,151-2.9% | $4,628+8.1% | $4,779+4.7% |
| Participant deferral / active EE | $6,751 | $6,799-0.7% | $6,426+5.1% | $5,609+20.4% |
| Admin fee / account holder | $3,181 | $10,916-70.9% | $9,284-65.7% | $10,827-70.6% |