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 | $39,300 | $138,065-71.5% | $123,544-68.2% | $135,375-71.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.85% | 153.68%-155.5pp | 119.20%-121.0pp | 519.73%-521.6pp |
| Employer contribution / active EE | $3,707 | $5,151-28.0% | $4,628-19.9% | $4,779-22.4% |
| Participant deferral / active EE | $8,600 | $6,799+26.5% | $6,426+33.8% | $5,609+53.3% |
| Admin fee / account holder | $1,578 | $10,916-85.5% | $9,284-83.0% | $10,827-85.4% |