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 | $43,117 | $138,065-68.8% | $123,544-65.1% | $135,375-68.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.61% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $958 | $5,151-81.4% | $4,628-79.3% | $4,779-80.0% |
| Participant deferral / active EE | $2,675 | $6,799-60.7% | $6,426-58.4% | $5,609-52.3% |
| Admin fee / account holder | $1,425 | $10,916-86.9% | $9,284-84.6% | $10,827-86.8% |