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 | $35,264 | $138,065-74.5% | $123,544-71.5% | $135,375-74.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.16% | 153.68%-159.8pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $7,967 | $5,151+54.6% | $4,628+72.1% | $4,779+66.7% |
| Participant deferral / active EE | $5,894 | $6,799-13.3% | $6,426-8.3% | $5,609+5.1% |
| Admin fee / account holder | $368 | $10,916-96.6% | $9,284-96.0% | $10,827-96.6% |