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 | $77,550 | $147,727-47.5% | $115,756-33.0% | $134,475-42.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -17.95% | 73.96%-91.9pp | 143.14%-161.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,105 | $4,713-34.1% | $3,793-18.1% | $4,740-34.5% |
| Participant deferral / active EE | $7,417 | $7,563-1.9% | $6,254+18.6% | $6,400+15.9% |
| Admin fee / account holder | $2,228 | $14,571-84.7% | $8,124-72.6% | $11,426-80.5% |