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 | $77,170 | $197,825-61.0% | $155,790-50.5% | $125,391-38.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.11% | 86.74%-87.8pp | 71.54%-72.6pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,316 | $4,847-72.9% | $3,836-65.7% | $4,866-73.0% |
| Participant deferral / active EE | $3,093 | $5,630-45.1% | $4,797-35.5% | $5,352-42.2% |
| Admin fee / account holder | $6,435 | $9,545-32.6% | $7,478-13.9% | $9,540-32.5% |