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 | $50,319 | $138,065-63.6% | $123,544-59.3% | $135,375-62.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.31% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $6,990 | $5,151+35.7% | $4,628+51.0% | $4,779+46.3% |
| Participant deferral / active EE | $6,804 | $6,799+0.1% | $6,426+5.9% | $5,609+21.3% |
| Admin fee / account holder | $2,611 | $10,916-76.1% | $9,284-71.9% | $10,827-75.9% |