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 | $66,276 | $197,825-66.5% | $155,790-57.5% | $125,391-47.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.27% | 86.74%-89.0pp | 71.54%-73.8pp | 282.22%-284.5pp |
| Employer contribution / active EE | $2,353 | $4,847-51.4% | $3,836-38.7% | $4,866-51.6% |
| Participant deferral / active EE | $3,539 | $5,630-37.1% | $4,797-26.2% | $5,352-33.9% |
| Admin fee / account holder | $500 | $9,545-94.8% | $7,478-93.3% | $9,540-94.8% |