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 | $85,226 | $138,065-38.3% | $123,544-31.0% | $135,375-37.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.79% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,653 | $5,151-67.9% | $4,628-64.3% | $4,779-65.4% |
| Participant deferral / active EE | $3,837 | $6,799-43.6% | $6,426-40.3% | $5,609-31.6% |
| Admin fee / account holder | $36,530 | $10,916+234.7% | $9,284+293.5% | $10,827+237.4% |