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 | $72,352 | $138,065-47.6% | $123,544-41.4% | $135,375-46.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.40% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,254 | $5,151-36.8% | $4,628-29.7% | $4,779-31.9% |
| Participant deferral / active EE | $6,236 | $6,799-8.3% | $6,426-2.9% | $5,609+11.2% |
| Admin fee / account holder | $502 | $10,916-95.4% | $9,284-94.6% | $10,827-95.4% |