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 | $61,944 | $138,065-55.1% | $123,544-49.9% | $135,375-54.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.87% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $7,254 | $5,151+40.8% | $4,628+56.7% | $4,779+51.8% |
| Participant deferral / active EE | $17,482 | $6,799+157.1% | $6,426+172.1% | $5,609+211.7% |
| Admin fee / account holder | $37,592 | $10,916+244.4% | $9,284+304.9% | $10,827+247.2% |