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 | $34,767 | $138,065-74.8% | $123,544-71.9% | $135,375-74.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.04% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,830 | $5,151-45.1% | $4,628-38.9% | $4,779-40.8% |
| Participant deferral / active EE | $4,736 | $6,799-30.3% | $6,426-26.3% | $5,609-15.6% |
| Admin fee / account holder | $3,601 | $10,916-67.0% | $9,284-61.2% | $10,827-66.7% |