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 | $100,772 | $138,065-27.0% | $123,544-18.4% | $135,375-25.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.49% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $12,299 | $5,151+138.8% | $4,628+165.8% | $4,779+157.4% |
| Participant deferral / active EE | $5,309 | $6,799-21.9% | $6,426-17.4% | $5,609-5.3% |
| Admin fee / account holder | $11,163 | $10,916+2.3% | $9,284+20.2% | $10,827+3.1% |