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 | $96,101 | $138,065-30.4% | $123,544-22.2% | $135,375-29.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.58% | 153.68%-155.3pp | 119.20%-120.8pp | 519.73%-521.3pp |
| Employer contribution / active EE | $2,682 | $5,151-47.9% | $4,628-42.1% | $4,779-43.9% |
| Participant deferral / active EE | $3,842 | $6,799-43.5% | $6,426-40.2% | $5,609-31.5% |
| Admin fee / account holder | $72,489 | $10,916+564.1% | $9,284+680.8% | $10,827+569.5% |