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 | $89,967 | $138,065-34.8% | $123,544-27.2% | $135,375-33.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.01% | 153.68%-162.7pp | 119.20%-128.2pp | 519.73%-528.7pp |
| Employer contribution / active EE | $6,916 | $5,151+34.3% | $4,628+49.4% | $4,779+44.7% |
| Participant deferral / active EE | $5,931 | $6,799-12.8% | $6,426-7.7% | $5,609+5.8% |
| Admin fee / account holder | $3,733 | $10,916-65.8% | $9,284-59.8% | $10,827-65.5% |