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 | $26,723 | $138,065-80.6% | $123,544-78.4% | $135,375-80.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.68% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,518 | $5,151-70.5% | $4,628-67.2% | $4,779-68.2% |
| Participant deferral / active EE | $2,859 | $6,799-58.0% | $6,426-55.5% | $5,609-49.0% |
| Admin fee / account holder | $796 | $10,916-92.7% | $9,284-91.4% | $10,827-92.6% |