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 | $78,389 | $138,065-43.2% | $123,544-36.6% | $135,375-42.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.56% | 153.68%-157.2pp | 119.20%-122.8pp | 519.73%-523.3pp |
| Employer contribution / active EE | $3,269 | $5,151-36.5% | $4,628-29.4% | $4,779-31.6% |
| Participant deferral / active EE | $8,918 | $6,799+31.2% | $6,426+38.8% | $5,609+59.0% |
| Admin fee / account holder | $8,712 | $10,916-20.2% | $9,284-6.2% | $10,827-19.5% |