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 | $98,334 | $138,065-28.8% | $123,544-20.4% | $135,375-27.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.72% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,124 | $5,151-58.8% | $4,628-54.1% | $4,779-55.6% |
| Participant deferral / active EE | $6,709 | $6,799-1.3% | $6,426+4.4% | $5,609+19.6% |
| Admin fee / account holder | $1,576 | $10,916-85.6% | $9,284-83.0% | $10,827-85.4% |