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 | $33,805 | $138,065-75.5% | $123,544-72.6% | $135,375-75.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.39% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $4,574 | $5,151-11.2% | $4,628-1.2% | $4,779-4.3% |
| Participant deferral / active EE | $5,776 | $6,799-15.0% | $6,426-10.1% | $5,609+3.0% |
| Admin fee / account holder | $3,414 | $10,916-68.7% | $9,284-63.2% | $10,827-68.5% |