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 | $69,179 | $138,065-49.9% | $123,544-44.0% | $135,375-48.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.48% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,055 | $5,151-40.7% | $4,628-34.0% | $4,779-36.1% |
| Participant deferral / active EE | $5,542 | $6,799-18.5% | $6,426-13.8% | $5,609-1.2% |
| Admin fee / account holder | $1,070 | $10,916-90.2% | $9,284-88.5% | $10,827-90.1% |