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 | $23,180 | $138,065-83.2% | $123,544-81.2% | $135,375-82.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.17% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,446 | $5,151-52.5% | $4,628-47.1% | $4,779-48.8% |
| Participant deferral / active EE | $3,340 | $6,799-50.9% | $6,426-48.0% | $5,609-40.4% |
| Admin fee / account holder | $1,798 | $10,916-83.5% | $9,284-80.6% | $10,827-83.4% |