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 | $70,511 | $138,065-48.9% | $123,544-42.9% | $135,375-47.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.64% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $4,453 | $5,151-13.6% | $4,628-3.8% | $4,779-6.8% |
| Participant deferral / active EE | $4,712 | $6,799-30.7% | $6,426-26.7% | $5,609-16.0% |
| Admin fee / account holder | $14,140 | $10,916+29.5% | $9,284+52.3% | $10,827+30.6% |