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 | $50,325 | $138,065-63.5% | $123,544-59.3% | $135,375-62.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.88% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $3,381 | $5,151-34.4% | $4,628-26.9% | $4,779-29.2% |
| Participant deferral / active EE | $4,260 | $6,799-37.4% | $6,426-33.7% | $5,609-24.1% |
| Admin fee / account holder | $5,773 | $10,916-47.1% | $9,284-37.8% | $10,827-46.7% |