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 | $93,422 | $138,065-32.3% | $123,544-24.4% | $135,375-31.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.24% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,695 | $5,151-47.7% | $4,628-41.8% | $4,779-43.6% |
| Participant deferral / active EE | $9,512 | $6,799+39.9% | $6,426+48.0% | $5,609+69.6% |
| Admin fee / account holder | $27,072 | $10,916+148.0% | $9,284+191.6% | $10,827+150.0% |