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 | $109,610 | $138,065-20.6% | $123,544-11.3% | $135,375-19.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.14% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,882 | $5,151-63.5% | $4,628-59.3% | $4,779-60.6% |
| Participant deferral / active EE | $7,176 | $6,799+5.5% | $6,426+11.7% | $5,609+28.0% |
| Admin fee / account holder | $3,523 | $10,916-67.7% | $9,284-62.1% | $10,827-67.5% |