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 | $34,154 | $138,065-75.3% | $123,544-72.4% | $135,375-74.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.48% | 153.68%-162.2pp | 119.20%-127.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,438 | $5,151-52.7% | $4,628-47.3% | $4,779-49.0% |
| Participant deferral / active EE | $8,312 | $6,799+22.3% | $6,426+29.4% | $5,609+48.2% |
| Admin fee / account holder | $1,911 | $10,916-82.5% | $9,284-79.4% | $10,827-82.3% |