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 | $96,009 | $138,065-30.5% | $123,544-22.3% | $135,375-29.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.45% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,297 | $5,151-55.4% | $4,628-50.4% | $4,779-51.9% |
| Participant deferral / active EE | $6,089 | $6,799-10.4% | $6,426-5.2% | $5,609+8.6% |
| Admin fee / account holder | $32,280 | $10,916+195.7% | $9,284+247.7% | $10,827+198.1% |