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 | $45,971 | $138,065-66.7% | $123,544-62.8% | $135,375-66.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.88% | 153.68%-157.6pp | 119.20%-123.1pp | 519.73%-523.6pp |
| Employer contribution / active EE | $2,080 | $5,151-59.6% | $4,628-55.1% | $4,779-56.5% |
| Participant deferral / active EE | $4,636 | $6,799-31.8% | $6,426-27.8% | $5,609-17.3% |
| Admin fee / account holder | $7,400 | $10,916-32.2% | $9,284-20.3% | $10,827-31.7% |