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 | $35,815 | $138,065-74.1% | $123,544-71.0% | $135,375-73.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.37% | 153.68%-157.1pp | 119.20%-122.6pp | 519.73%-523.1pp |
| Employer contribution / active EE | $2,467 | $5,151-52.1% | $4,628-46.7% | $4,779-48.4% |
| Participant deferral / active EE | $5,314 | $6,799-21.8% | $6,426-17.3% | $5,609-5.3% |
| Admin fee / account holder | $22,935 | $10,916+110.1% | $9,284+147.0% | $10,827+111.8% |