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 | $37,976 | $138,065-72.5% | $123,544-69.3% | $135,375-71.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.46% | 153.68%-162.1pp | 119.20%-127.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,290 | $5,151-55.5% | $4,628-50.5% | $4,779-52.1% |
| Participant deferral / active EE | $3,065 | $6,799-54.9% | $6,426-52.3% | $5,609-45.4% |
| Admin fee / account holder | $1,856 | $10,916-83.0% | $9,284-80.0% | $10,827-82.9% |