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 | $26,319 | $197,825-86.7% | $155,790-83.1% | $125,391-79.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.24% | 86.74%-89.0pp | 71.54%-73.8pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,774 | $4,847-63.4% | $3,836-53.8% | $4,866-63.5% |
| Participant deferral / active EE | $4,399 | $5,630-21.9% | $4,797-8.3% | $5,352-17.8% |
| Admin fee / account holder | $1,734 | $9,545-81.8% | $7,478-76.8% | $9,540-81.8% |