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 | $88,202 | $138,065-36.1% | $123,544-28.6% | $135,375-34.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.09% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.8pp |
| Employer contribution / active EE | $3,427 | $5,151-33.5% | $4,628-26.0% | $4,779-28.3% |
| Participant deferral / active EE | $6,758 | $6,799-0.6% | $6,426+5.2% | $5,609+20.5% |
| Admin fee / account holder | $8,377 | $10,916-23.3% | $9,284-9.8% | $10,827-22.6% |