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 | $75,527 | $138,065-45.3% | $123,544-38.9% | $135,375-44.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.08% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $2,461 | $5,151-52.2% | $4,628-46.8% | $4,779-48.5% |
| Participant deferral / active EE | $6,341 | $6,799-6.7% | $6,426-1.3% | $5,609+13.1% |
| Admin fee / account holder | $15,688 | $10,916+43.7% | $9,284+69.0% | $10,827+44.9% |