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 | $86,977 | $138,065-37.0% | $123,544-29.6% | $135,375-35.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.43% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $7,130 | $5,151+38.4% | $4,628+54.1% | $4,779+49.2% |
| Participant deferral / active EE | $12,457 | $6,799+83.2% | $6,426+93.9% | $5,609+122.1% |
| Admin fee / account holder | $4,088 | $10,916-62.5% | $9,284-56.0% | $10,827-62.2% |