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 | $26,019 | $138,065-81.2% | $123,544-78.9% | $135,375-80.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.01% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,274 | $5,151-55.9% | $4,628-50.9% | $4,779-52.4% |
| Participant deferral / active EE | $6,163 | $6,799-9.4% | $6,426-4.1% | $5,609+9.9% |
| Admin fee / account holder | $6,550 | $10,916-40.0% | $9,284-29.4% | $10,827-39.5% |