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 | $84,103 | $138,065-39.1% | $123,544-31.9% | $135,375-37.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.94% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $3,373 | $5,151-34.5% | $4,628-27.1% | $4,779-29.4% |
| Participant deferral / active EE | $6,976 | $6,799+2.6% | $6,426+8.6% | $5,609+24.4% |
| Admin fee / account holder | $1,151 | $10,916-89.5% | $9,284-87.6% | $10,827-89.4% |