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 | $53,138 | $138,065-61.5% | $123,544-57.0% | $135,375-60.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.64% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $5,530 | $5,151+7.4% | $4,628+19.5% | $4,779+15.7% |
| Participant deferral / active EE | $5,618 | $6,799-17.4% | $6,426-12.6% | $5,609+0.2% |
| Admin fee / account holder | $3,978 | $10,916-63.6% | $9,284-57.2% | $10,827-63.3% |