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 | $95,022 | $138,065-31.2% | $123,544-23.1% | $135,375-29.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.25% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $4,092 | $5,151-20.6% | $4,628-11.6% | $4,779-14.4% |
| Participant deferral / active EE | $7,020 | $6,799+3.3% | $6,426+9.3% | $5,609+25.2% |
| Admin fee / account holder | $5,273 | $10,916-51.7% | $9,284-43.2% | $10,827-51.3% |