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 | $70,050 | $138,065-49.3% | $123,544-43.3% | $135,375-48.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.08% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,099 | $5,151-78.7% | $4,628-76.2% | $4,779-77.0% |
| Participant deferral / active EE | $2,955 | $6,799-56.5% | $6,426-54.0% | $5,609-47.3% |
| Admin fee / account holder | $942 | $10,916-91.4% | $9,284-89.9% | $10,827-91.3% |