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 5-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 | $76,384 | $138,065-44.7% | $123,544-38.2% | $135,375-43.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.35% | 153.68%-158.0pp | 119.20%-123.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $3,318 | $5,151-35.6% | $4,628-28.3% | $4,779-30.6% |
| Participant deferral / active EE | $9,996 | $6,799+47.0% | $6,426+55.6% | $5,609+78.2% |
| Admin fee / account holder | $31,971 | $10,916+192.9% | $9,284+244.4% | $10,827+195.3% |