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 | $72,965 | $138,065-47.2% | $123,544-40.9% | $135,375-46.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.28% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $4,366 | $5,151-15.2% | $4,628-5.7% | $4,779-8.6% |
| Participant deferral / active EE | $5,726 | $6,799-15.8% | $6,426-10.9% | $5,609+2.1% |
| Admin fee / account holder | $519 | $10,916-95.2% | $9,284-94.4% | $10,827-95.2% |