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 | $98,473 | $197,825-50.2% | $155,790-36.8% | $125,391-21.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.80% | 86.74%-87.5pp | 71.54%-72.3pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,577 | $4,847-67.5% | $3,836-58.9% | $4,866-67.6% |
| Participant deferral / active EE | $2,816 | $5,630-50.0% | $4,797-41.3% | $5,352-47.4% |
| Admin fee / account holder | $767 | $9,545-92.0% | $7,478-89.7% | $9,540-92.0% |