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 | $76,209 | $138,065-44.8% | $123,544-38.3% | $135,375-43.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.50% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,173 | $5,151-57.8% | $4,628-53.0% | $4,779-54.5% |
| Participant deferral / active EE | $3,660 | $6,799-46.2% | $6,426-43.0% | $5,609-34.7% |
| Admin fee / account holder | $14,438 | $10,916+32.3% | $9,284+55.5% | $10,827+33.3% |