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 | $72,554 | $138,065-47.4% | $123,544-41.3% | $135,375-46.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.12% | 153.68%-153.8pp | 119.20%-119.3pp | 519.73%-519.9pp |
| Employer contribution / active EE | $1,096 | $5,151-78.7% | $4,628-76.3% | $4,779-77.1% |
| Participant deferral / active EE | $6,000 | $6,799-11.8% | $6,426-6.6% | $5,609+7.0% |
| Admin fee / account holder | $33,956 | $10,916+211.1% | $9,284+265.8% | $10,827+213.6% |