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 | $45,754 | $138,065-66.9% | $123,544-63.0% | $135,375-66.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.69% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,322 | $5,151-74.3% | $4,628-71.4% | $4,779-72.3% |
| Participant deferral / active EE | $3,105 | $6,799-54.3% | $6,426-51.7% | $5,609-44.6% |
| Admin fee / account holder | $11,370 | $10,916+4.2% | $9,284+22.5% | $10,827+5.0% |