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 | $67,172 | $138,065-51.3% | $123,544-45.6% | $135,375-50.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.56% | 153.68%-157.2pp | 119.20%-122.8pp | 519.73%-523.3pp |
| Employer contribution / active EE | $3,107 | $5,151-39.7% | $4,628-32.9% | $4,779-35.0% |
| Participant deferral / active EE | $8,998 | $6,799+32.3% | $6,426+40.0% | $5,609+60.4% |
| Admin fee / account holder | $670 | $10,916-93.9% | $9,284-92.8% | $10,827-93.8% |