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 | $54,897 | $138,065-60.2% | $123,544-55.6% | $135,375-59.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.78% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $13,180 | $5,151+155.9% | $4,628+184.8% | $4,779+175.8% |
| Participant deferral / active EE | $10,403 | $6,799+53.0% | $6,426+61.9% | $5,609+85.5% |
| Admin fee / account holder | $10,285 | $10,916-5.8% | $9,284+10.8% | $10,827-5.0% |