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 | $46,545 | $138,065-66.3% | $123,544-62.3% | $135,375-65.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.75% | 153.68%-157.4pp | 119.20%-122.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $18,340 | $5,151+256.0% | $4,628+296.3% | $4,779+283.8% |
| Participant deferral / active EE | $3,091 | $6,799-54.5% | $6,426-51.9% | $5,609-44.9% |
| Admin fee / account holder | $7,314 | $10,916-33.0% | $9,284-21.2% | $10,827-32.5% |