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 | $95,399 | $92,703+2.9% | $82,719+15.3% | $134,475-29.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.28% | 944.92%-955.2pp | 701.18%-711.5pp | 417.96%-428.2pp |
| Employer contribution / active EE | $2,274 | $3,274-30.5% | $3,009-24.4% | $4,740-52.0% |
| Participant deferral / active EE | $4,175 | $4,802-13.1% | $4,395-5.0% | $6,400-34.8% |
| Admin fee / account holder | $3,625 | $5,983-39.4% | $5,329-32.0% | $11,426-68.3% |