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 | $32,367 | $138,065-76.6% | $123,544-73.8% | $135,375-76.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.13% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,939 | $5,151-62.4% | $4,628-58.1% | $4,779-59.4% |
| Participant deferral / active EE | $10,509 | $6,799+54.6% | $6,426+63.6% | $5,609+87.4% |
| Admin fee / account holder | $3,458 | $10,916-68.3% | $9,284-62.7% | $10,827-68.1% |