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 | $25,877 | $138,065-81.3% | $123,544-79.1% | $135,375-80.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.78% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,097 | $5,151-59.3% | $4,628-54.7% | $4,779-56.1% |
| Participant deferral / active EE | $2,954 | $6,799-56.5% | $6,426-54.0% | $5,609-47.3% |
| Admin fee / account holder | $7,263 | $10,916-33.5% | $9,284-21.8% | $10,827-32.9% |